Weekend Edition EP86: US Goes nuclear for datacenters
Read the Weekend Edition Download PDF In this week’s “Bulls vs Bears” podcast, Kai Chen and Jonathan dive into the […]
Bulls vs. Bears
Weekend Edition EP85: Oracle Earnings Sends AI Hyperscaling Thematic Rocketing
In this episode, Mark and Jonathan discuss the recent fluctuations in the market, focusing on the significant payrolls revision and its implications. They highlight Oracle’s impressive performance and its impact on the market, while also addressing concerns about stagflation and economic indicators.
Weekend Edition EP84: bulls pray to the labor market gods into pivotal payrolls number
In this episode, Mark and Jonathan discuss the current state of the markets, with the focus on the pivotal US jobs number
Weekend Edition EP83: Valuations Flashing Red into September
In this episode, Mark and Jonathan discuss the current state of the markets, focusing on the recent earnings season, stock performance, and the implications of AI on tech valuations.
Weekend Edition EP82: Tech Stalls as Seasonal Weakness Beckons
In this episode, Mark and Jonathan discuss the current state of the markets, focusing on US stocks, inflation, and the upcoming Aussie earnings season.
Weekend Edition EP81: If the numbers don’t suit your narrative….just change the numbers
In this episode, Mark and Jonathan discuss the current state of the markets, focusing on US stocks, inflation, and the upcoming Aussie earnings season.
Weekend Edition Episode 80: Trump brings home semiconductor manufacturing with a big threat
In this week’s episode of Bulls vs Bears from MPC Markets, the Mark & Jonathan dive into recent market highlights, commodity trends, stock picks, and geopolitical impacts on trading. They share insights from media appearances, discuss Trump-era tariffs, and provide a bullish outlook for the coming week amid US earnings season. Key focuses include copper, silver, Tesla, and emerging AI influences in markets.
Weekend Edition Episode 79: Bull run looking tired despite outstanding MAG7 earnings
In this week’s episode of Bulls vs Bears from MPC Markets, the Mark & Jonathan dive into recent market highlights, commodity trends, stock picks, and geopolitical impacts on trading. They share insights from media appearances, discuss Trump-era tariffs, and provide a bullish outlook for the coming week amid US earnings season. Key focuses include copper, silver, Tesla, and emerging AI influences in markets.
Weekend Edition Episode 78: Trump still juggling hundreds of trade deals as August deadline looms
In this week’s episode of Bulls vs Bears from MPC Markets, the Mark & Jonathan dive into recent market highlights, commodity trends, stock picks, and geopolitical impacts on trading. They share insights from media appearances, discuss Trump-era tariffs, and provide a bullish outlook for the coming week amid US earnings season. Key focuses include copper, silver, Tesla, and emerging AI influences in markets.
Weekend Edition EP77: Fresh Records as investors remain in “Extreme Greed” mode
In this week’s episode of Bulls vs Bears from MPC Markets, the Mark & Jonathan dive into recent market highlights, commodity trends, stock picks, and geopolitical impacts on trading. They share insights from media appearances, discuss Trump-era tariffs, and provide a bullish outlook for the coming week amid US earnings season. Key focuses include copper, silver, Tesla, and emerging AI influences in markets.
Weekend Edition EP76: Trump Pumps Copper
In this week’s episode of Bulls vs Bears from MPC Markets, the Mark & Jonathan dive into recent market highlights, commodity trends, stock picks, and geopolitical impacts on trading. They share insights from media appearances, discuss Trump-era tariffs, and provide a bullish outlook for the coming week amid US earnings season. Key focuses include copper, silver, Tesla, and emerging AI influences in markets.
Weekend Edition EP75: Trade Deal Deadline. 3 Down, 97 to go
In this episode, Mark and JT discuss various market trends, including the performance of stocks, trade deals, and the impact of cybersecurity breaches. They delve into the defense sector’s growth, the innovations in blockchain technology, and the dynamics of the commodities market. The conversation also touches on the US dollar’s influence on global economics, employment trends, and the cryptocurrency market. The hosts provide insights into investment strategies and predictions for the upcoming weeks, emphasizing the importance of understanding market shifts and adapting accordingly.