Episode Details

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Warm-Up
- Short Week - Markets closed on Thursday and short Friday (1pm)
- Can't have a down week for TDAY! - Too much table talk
- Recession News
- Let's take a look at Walmart and Target again
- Homeowners! Mortgage Reform?

Markets
- Rough Week - does not phase bulls!
- Bitcoin - Bottoming?
- NVDA - China Bound?
- NASDAQ Weighting

Inflation - Still Up There
- They are now pressing for a cut in December (How are we handicapping this?)
- All of a sudden the parade of Fed speakers - all seem a bit more dovish.

Meanwhile
- President Donald Trump on Friday rolled back tariffs on more than 200 food products, including such staples as coffee, beef, bananas and orange juice, in the face of growing angst among American consumers about the high cost of groceries.
- oranges, acai berries and paprika to cocoa, chemicals used in food production, fertilizers and even communion wafers.

Quantum Stocks

GOOD NEWS!
- NO Recession risk!
- Bessent says inflation due to services economy, not tariffs
- Treasury secretary says Republicans should end filibuster in event of another shutdown
- Bessent says administration working to lower prices where it can
- Banking and insurance,  Software development and cloud services, Tourism, Restaurants and hospitality , Professional services (law, accounting, consulting)

Rigging it