In this week’s video, Tyler Laundon discusses the major macro events that moved the market over the last week and talks about what he’s expecting from Fed’s September meeting next week. While it continues to be a choppy market Tyler’s review of the week’s investor conferences turned up more of the same - management teams remain conservative but aren’t expecting a recession. Turning to stocks, Tyler reviews a number of names from different sectors that look good today. But he also notes that September is typically a weak month for the market and that the next major move higher will likely be driven by confirmation that the Fed is done raising rates and beginning to consider cuts in 2024.
Stocks Discussed: ARM, ADBE, U, APP, TJX, UBER, GSHD, FIX, ELF, DUOL
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