Micron earnings, EUV bottleneck, and NASDAQ valuation is fair

Описание: 0:00 - 7:40 July Live sessions
7:41 - 18:59 Economic data
19:00 - 43:51 Micron Earnings
43:52 - 51:11 WIP Inventory and EUV bottleneck
51:12 - 1:07:46 Memory market sustainability
1:07:47 - 1:11:49 NASDAQ 100 valuation
1:11:50 - 1:15:09 World market valuations
1:15:10 - 1:22:59 SPY and earnings


PDF repository/July Live Sessions:
https://7584408165302.gumroad.com/

Link to CFA subscription: https://www.markmeldrum.com
Link to Applied Level Subscription: https://www.markmeldrum.com/subscript...

Every 2 weeks, I highlight a company in a new or emerging market segment, or a stock that is newsworthy. I develop an AI 40-prompt infographic for each highlighted company.

If you want this e-mailed to you the day before the Market Outlook is released, click here: https://drmarkmeldrum.substack.com/


Below are links to data sources I use or will use in the Market Outlook

Major Foreign holders of UST:
https://ticdata.treasury.gov/resource...

Realtor.com:
https://www.realtor.com/research/nove...

Economic calendar:
https://tradingeconomics.com/calendar

This Week in Earnings:
https://lipperalpha.refinitiv.com/wp-...

Money Market flows:
https://www.ici.org/research/stats/mmf

Fed Balance Sheet:
https://www.federalreserve.gov/moneta...

SIFMA:
https://www.sifma.org/resources/resea...

Freddie Mortgage Rates:
https://www.freddiemac.com/pmms

Treasury:
https://home.treasury.gov/resource-ce...

SOMA
https://www.newyorkfed.org/markets/so...

EFFR
https://www.newyorkfed.org/markets/re...

Reverse Repo
https://www.newyorkfed.org/markets/de...

FedWatch Tool:
https://www.cmegroup.com/markets/inte...

STIR analytics
https://www.cmegroup.com/tools-inform...

Forward Curves:
https://www.chathamfinancial.com/tech...