
VRA Midday Stock Market Commentary - July 26, 2022
manmohan
12 min
Business & Finance
Description
<p>Here’s today's VRA VidCast: <br> <br> - The most important week of the summer. $8 trillion in mega-tech earnings, Fed rate hike/presser and Q2 GDP.</p> <p>- Q2 earnings are beating estimates (top and bottom line).</p> <p>- NO recession. I agree with Team Biden (first time) on definition.</p> <p>- Be greedy when others are fearful. And fund managers are “really” fearful.</p> <p>- Fund flows into equities from short covering, buybacks and underinvested money managers should keep stocks rising. <br> <br> - Analytics and sentiment flashing “buy”, into midterms and year end.</p>
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VRA Midday Stock Market Commentary - July 26, 2022
manmohan