Episode Details

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Show Notes

Summary of the day

Yesterday was nullified and given back

Apple event

* First 35 min focused on Apple Watch

* 20 min for iPhone 15

* 4 min specific for iPhone 15 Pro Titanium

* The most impressive part of the event was the HQ Campus.

Breadth

* 147 new highs

* 290 new lows

* 41% advancing 54% declining

* 70% below 50 day ma

Stuck out

Home builders down dispite 10 yr not being green

Strong

VIX

GM

Weak

ORCL down 13.5%

MDB down 5%

SG down 4.5%

CAVA down 4%

ADBE down 3.9%

ROKU down 3.5%

Home buildersMelody Wright has shared a great deep dive, “Down and Dirty” as well as this awesome interview on YouTube

What to watch

CPI wed

Watch mag 7

Watch yields

Economic data

https://www.marketwatch.com/economy-politics/calendar