About this episode
Michael Kramer from Mott Capital Management and Reading The Markets on the first half of the year - market recovery has mostly been surprising (0:35). Magnificent 7 now The Troubling 3 (2:05). Regrets from owning Amazon over Nvidia? (9:05). AI has more promise in healthcare (13:25). Painfully long Tesla (16:15). Poor liquidity in marketplace (18:50). US economy health most important, especially employment (24:00). Show Notes: Wall Street ends at a record high after U.S-Vietnam trade deal Flirting With Stagflation The Bond Market Just Issued A Warning On Unemployment The Stock Market Looks Great, And That's The Trap The Dollar Is At A Critical Juncture As Major Currencies Eye Breakouts Episode transcripts For access to all investing groups, stock scores and dividend grades, subscribe now: seekingalpha.com/subscriptions