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Topic · jay pestrichelli

jay pestrichelli

The 11 most recent episodes and tracks on this topic, about 10 hours of it.

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  1. Big Oil's Raining Free Cash Flow | Gold Near Getting Flows | Where Did Homebuyers Go? | Midterm Year Seasonality | Nvidia EarningsBroken Pie Chart49:00Notes
  2. Mag 7 Valuation Gap Closes | Netscape Redux? | 32 NHL Team ETFs? | VIX Seasonality SetupBroken Pie Chart46:16Notes
  3. Bad News is Good News? | SpaceX Shares Unlock Angle | Fed Hikes Off the Table? | There Aren't 10% Pre-Tax US TreasuriesBroken Pie Chart59:01Notes
  4. Warsh's Fed Lets the Market Decide | SpaceX Earnings | Apple Sells Off | Payout Ratios Falling for Mag 7 | Earnings Surprises and Semiconductor VolatilityBroken Pie Chart1:05:01Notes
  5. Mag 7 Cap Ex Problem? | SpaceX vs Tesla | Earnings Implied Volatility AAPL vs MSFT | Lots of Dispersion in the S&P 500Broken Pie Chart56:50Notes
  6. Apple Sues OpenAI | SpaceX Back to Earth | Memory Stocks DipBroken Pie Chart54:48Notes
  7. Fed Inflation Task Force | Free Cash Flow Hyperscalers vs Semiconductors | Head and Shoulders Crude Oil | Earnings Season Kicks Off | Anthropic S-1 WaitBroken Pie Chart50:33Notes
  8. Memory Stocks Pause | Fed May Do What No One Thinks | US Dollar Strength | Crude Oil Prices Done? | Bitcoin RecessionBroken Pie Chart53:44Notes
  9. The Unchanged S&P 500 Index | Micron Post Earnings | Hormuz Tanker Counts | Fed Useless Dot Plots | Bitcoin Sentiment | Michael Saylor Strategy Problems?Broken Pie Chart55:18Notes
  10. Kevin Warsh Fed | Economy Better than Thought? | SpaceX Option Volatility | Strategy STRC Preferred DipsBroken Pie Chart1:01:28Notes
  11. SpaceX Day 1 Trading | Oil Going Lower? | SpaceX Expected Options Volatility | Inflation Hype | 2 Day Correction?Broken Pie Chart49:49Notes