Published: 2024-07-30
Status:
Analyzed
Predictions from this Video
Incorrect: 0
Prediction
Topic
Status
The BILL ETF's yield will gradually decrease once the Federal Reserve begins cutting interest rates, but it will remain a viable investment even after the initial rate cut.
"the timing on Bill I mean it just whenever they uh you know once they start cutting rates bill is going to start lowering little by little and then eventually uh you'll be able to make your determination on whether or not you hold or if it makes sense but you're good for it now up until there's a rate cut even after the First Rate cut bill will still be in play because again it just it'll pay you out a quarter per less so again we're looking for eight and a half"
Pending
Nvidia stock is predicted to eventually decline significantly, creating an opportunity for a 'cheap' long-term investment.
"I think eventually it'll come back down I think there'll be a period where we could really get N Video cheap but you know this 30% decline is nice but I'm not it's not really the one that I want for the long term"
Pending
SPY needs to gain 40 points by July 31, 2024, to avoid recording its first negative month in 10 years.
"5459 that's where we ended or 5460 yeah 5459 54 60 we need to go 40 points by tomorrow or July is red again first red in 10 years"
Pending
SPX is predicted to move 1.7% (90 points) by the end of Friday, August 2nd, 2024, reflecting high market volatility expectations.
"everybody on Wall Street is agreeing that this week is going to be big and that being said if you go and you price in what was you know go to the option chain do the options right uh and go on there yeah exactly see somebody loved the watch I see you baby uh it's it's going to be easier to upset because we're pricing in 1.7 so literally from now until Friday the option chain is saying that we are going to move 1.7% which is a lot and that means people are are definitely anticipating a bigger move so whether it's Japanese Yen news whether it's however we move intraday just you know that's I I think 1.7% that is about 90 points on the uh that's 90 points on the SPX so to give you an idea that's where we stand right now"
Pending
If a soft landing or no landing scenario occurs, oil prices should decrease. High oil prices combined with Fed rate cuts would be a negative market signal.
"there are rumors that oil could hit 40s I mean depending on on how much we drill and how things chill out if inflation really does come down I mean it's possible and just don't forget what I've said uh you know uh if you think there's going to be a soft Landing or a no Landing I really think that oil should come down in price otherwise if we get rate cuts and oil is high I I think that's going to be more negative than not"
Pending
Tuesday, July 30, 2024, could be a slow day with little market movement if upcoming economic data does not trigger a significant reaction.
"expect a big reaction everything else just also you know today could be a dud just don't underestimate that if nothing gets produced we just go and chill"
Pending
Bonds are predicted to experience a negative impact due to the released JOLTS and consumer confidence data being 'hot' (stronger than expected).
"but but I think bonds are the one who's going to pay the price"
Pending
If the market does not overreact to the current data, trading volume will remain low and the day will be very slow.
"well it's I want an overreaction otherwise if we don't react to this data today's going to get really slow so again volume picks up when we sell off and when we get real volatility lately the volume comes out of nowhere but if this kind of bounces and turns into a nothing Burger before you know it we're going to have nothing"
Pending
Tech market dominance is predicted to conclude when the broader jobs market begins to show signs of weakness.
"holy crap the watch list brought this up too oh my goodness uh but yeah the uh the jobs no no no no no the jobs so once you're pretty much once the jobs Market starts to crack then people will start getting worried about tech then the tech dominance will not last in the same way"
Pending
The Japanese Yen (JPY) is predicted to experience significant appreciation and potentially outperform bonds once the Federal Reserve concludes its current monetary policy cycle.
"the Yen has been filled with pump fakes I've been holding it and then I've I've been in and out of the end I just got into one here today but essentially once the real turnaround once the FED is done I do think the Yen will will go insane I think the Yen will probably even be bigger than bonds uh it just kind of depends on what they get into here it's been absolutely fascinating"
Pending
Nicolás Maduro is predicted to remain in power in Venezuela, despite public discontent and international pressure.
"do you think Maduro will flee to Russia or China uh no I think Maduro is going to try to stay uh we'll see I know people are getting mad at him and even the America but I the end of the day I don't think uh you know he's he's ran that country for a while I think he's going to try to play the you know like no man I was here first I don't know I don't I don't think he's going to leave"
Pending
The current earnings season is predicted to be 'mediocre' and 'very slow' due to high expectations making disappointment more likely.
"but for now everything's just like mediocre very summer very slow and then then again too there is names with high bars that have been set from all of this ramping up so it's very easy to disappoint so I don't think we're in that position quite yet but it can get there"
Pending
Pfizer (PFE) expects future margin expansion.
"fiser beat and raised and talked up future margin expansion"
Pending
Pfizer (PFE) is raising its full-year 2024 guidance ranges for revenue and adjusted diluted earnings per share.
"we are raising our full year 24 guidance ranges for revenue and adjusted diluted earnings percent"
Pending
Pfizer (PFE) aims to achieve its 2030 oncology strategy goals of delivering at least eight blockbuster medicines and doubling the number of patients treated with its innovative cancer medicines.
"We will continue working toward our 2030 oncology strategy goals on delivering eight or more Blockbuster medicines and doubling the number of patients treated with our innovative cancer medicine"
Pending
Pfizer (PFE) expects to see the impact of securing preferred coverage for Viaty with a large national payer in 2025.
"We expect to see the impact of this in 2025."
Pending
The first phase of Pfizer's (PFE) manufacturing optimization program is expected to deliver approximately $1.5 billion in savings by the end of 2027, with some savings anticipated to be realized starting in 2025.
"the first phase is expected to deliver approximately $1.5 billion in savings by the end of 2027 some of which is anticipated to be realized beginning in 2025"
Pending
Pfizer (PFE) expects to record an approximately $400 million charge in Q3 2024 related to a facility sale.
"Additionally we expect to record a charge of approximately $400 million in the third quarter of 24"
Pending
Pfizer (PFE) expects to resume the monetization of its 23% Viatris stake in the future.
"we expect to resume monetization of our 23% Halon stake in the future"
Pending
Pfizer (PFE) expects revenues to be heavily weighted towards Q4 2024, with a high level of cash collections potentially carrying over into Q1 2025 due to seasonal business nature.
"we expect heavily waiting of revenues to the fourth quarter as our businesses become more seasonal nature with the potential that a high level of cash collections may carry over into q1 of 25"
Pending
Pfizer (PFE) updated its full-year 2024 guidance: revenue to $59.5-$62.5 billion, operational revenue growth (ex-COVID) to 9-11%, COVID product revenue to $8.5 billion (Comirnaty $5 billion, Paxlovid $3.5 billion), adjusted tax rate to ~13%, and adjusted diluted EPS to $2.45-$2.65.
"we are raising our fouryear Revenue range by $1 billion and our adjusted diluted earnings per share by 30 C we now expect revenues in the range of 59.5 to 62.5 billion dollar and operational Revenue growth excluding Co project products is now projected to be 9 to 11% Co product revenues are now expected to be 8 a. half billion dollar for the year5 billion for commodity and $ three and A5 billion dollar for PA lovit our guidance for adjusted sin and adjusted R&D remains Unchained while our effective tax rate on adjusted income is now expected to be approximately 133% and lastly we expected just a diluted earnings per share of $245 to $265 primarily reflecting the increase to the Topline and the revised tax rate among other items"
Pending
Pfizer (PFE) is on track to achieve at least $4 billion in net savings from its cost realignment program by the end of 2024.
"we remain on track to deliver at least $4 billion of net savings from our cost realignment program by the end of this year"
Pending
Pfizer (PFE) expects gross margin rates to improve to the mid-70s and operating margins to return to pre-pandemic levels in the near future due to ongoing investments and cost programs.
"it would imply that margin gross margin rates would actually improve uh versus the low 70s ... to probably mid 70s at this point in time ... we do expect that all these Investments ... are all designed to improve operating margins to get us back to pre pandemic levels in the near future"
Pending
Pfizer (PFE) expects its RSV vaccine (Abrysvo) to be well-positioned for the upcoming fall season in the US, with strengthened contracts taking effect in August 2024.
"for uh a briso I think we are very well positioned going into the fall season in the US for three main reasons one one is Contracting so we've significantly strengthened our Contracting position many of those decisions were confirmed shortly after the June asip and are set to take effect uh in August commensurate with the beginning of the season"
Pending
Pfizer (PFE) plans to initiate a Phase 3 program for its Cat-6 medicine within the next six months.
"plan to initiate a phase three program over the next six months"
Pending
Pfizer (PFE) expects to be the second company after Eli Lilly (LLY) to bring an oral GLP-1 (Danuglipron) to market if it progresses through registration studies.
"we should be the second after Lily if Danel progress into registration enabling St"
Pending
Pfizer (PFE) believes the annual peak sales potential for its RSV vaccine (Abrysvo) is now 'more promising' than the previously stated $2 billion due to strong emphasis from the medical community.
"what I would say if everything if anything uh things have become more promising since the time that we gave this two billions because we were all surprised how much the the medical community and the recommended authorities are putting emphasis on the disease"
Pending
Pfizer (PFE) does not expect the market for its Vyndaqel/Vyndamax products to remain as large once generic competitors enter.
"we do not expect that uh the market will continue being as big particularly for us after we see generics entering into it"
Pending
The S&P 500 (SPX) is expected to move 1.7% (up or down) by the end of the week, according to options pricing.
"the option chain is saying that we are going to move 1.7% by the end of this week"
Pending
Nvidia (NVDA) is predicted to become significantly cheaper at some point in the future.
"I think there'll be a period where we could really get N Video cheap"
Pending
Solana (SOL) is predicted to have significant future opportunities and continued growth in use cases, similar to Ethereum.
"saana is something that's that's really got a lot of um uh opportunity ahead of it just as ethereum has had and we're going to continue to see use cases grow across any number of these"
Pending
The S&P 500 (SPX) needs to gain 40 points by July 31st, 2024, to avoid a negative July, which would mark the first negative July in 10 years.
"we need to go 40 points by tomorrow or July is red again first red in 10 years"
Pending
The S&P 500 (SPX) is predicted to be higher in the next two to three months.
"two three months from now we're higher"
Pending
Microsoft (MSFT) Azure Cloud growth is expected to reach 30.2%.
"the streets expecting it to print 30.2% growth there"
Pending
Microsoft (MSFT) stock is predicted to have a 5-10% downside risk and a 50% upside potential.
"we think there's you know 5 to 10% downside and 50% upside"
Pending
Microsoft's (MSFT) gross margins are predicted to experience pressure over the next few years due to depreciation from increased capital expenditures.
"I do worry that you know Microsoft's gross margins are going to have pressure over the next few years as the depreciation rolls in"
Pending
AMD (AMD) is expected to move 9.2% based on near-term options implied volatility for its upcoming earnings.
"near-term options imply a 9.2% move"
Pending
Microsoft (MSFT) is expected to move 5.2% based on near-term options implied volatility for its upcoming earnings.
"near-term options imply 5.2% move"
Pending
Starbucks (SBUX) is expected to move 7.8% (approximately $5.65) based on near-term options implied volatility for its upcoming earnings.
"near-term options imply 7.8% [move]... pricing it about $5.65"
Pending
Anet (AET) is expected to move 10% (approximately $30) based on near-term options implied volatility for its upcoming earnings.
"near-term options imply 10% move... AET $30 [move] 9.6"
Pending
Pinterest (PINS) is expected to move 12.8% (approximately $4.80) based on near-term options implied volatility for its upcoming earnings.
"near-term options and implied 12.8% move... $4.80 is priced in for Pinterest"
Pending
Lemonade (LMND) is expected to move 14.4% (approximately $3.30) based on near-term options implied volatility for its upcoming earnings.
"near-term options imply 16.9% move... $3.30 is priced in"
Pending
Electronic Arts (EA) is expected to move 5.4% based on near-term options implied volatility for its upcoming earnings.
"near-term options imply 5.4% move"
Pending
Boeing (BA) is expected to move 5.2% based on near-term options implied volatility for its upcoming earnings.
"near-term options imply 5.2% move"
Pending
Wingstop (WING) is expected to move 11.8% based on near-term options implied volatility for its upcoming earnings.
"near term options imply 11.8% move"
Pending
Kraft Heinz (KHC) is expected to move 4.7% (approximately $1.40) based on near-term options implied volatility for its upcoming earnings.
"near-term options imply 4.7% move... about $1.40 is priced in"
Pending
Altria (MO) is expected to move 3.1% (approximately $1.57) based on near-term options implied volatility for its upcoming earnings.
"near-term options are up by three [percent, implied]... pricing in 3.1... about $1.57 [move]"
Pending
Humana (HUM) is expected to move 6.3% (approximately $25.90) based on near-term options implied volatility for its upcoming earnings.
"near-term options imply 6.3% move... pricing in $25.90 [move]"
Pending
Mastercard (MA) is expected to move 3.9% based on near-term options implied volatility for its upcoming earnings.
"near-term options imply 4.1% move"
Pending
US investors and swap traders expect the Federal Reserve to signal a rate cut in September 2024, with potentially two further reductions by the end of the year.
"investors expect that officials will signal a move in September as risks grow of imperiling a solid but moderating job market swap Traders are currently pricing a full cut for the September meeting and as much as two further reductions before the end of the year"
Pending
Samsung is expected to receive approval for its next-gen HBM3 memory chips within 2-4 months.
"it also expects approval for the next gen version in 2 to 4 months"
Pending
June US job openings are expected to decrease to 8.05 million from 8.14 million in May.
"openings expected to slip to 8.05 million in June from 814 in May"
Pending
The market expects 175,000 non-farm payroll additions.
"the street is looking for 175,000 in non- farms"
Pending
Bankers anticipate a low period for US IPOs during the summer after a recent burst of activity.
"Bankers anticipate summer us IPO low following burst of activity last week"
Pending
The tight labor market in Japan is expected to fuel wage growth.
"Japan labor market stays tight fueling wage growth"
Pending
South Korea's exports in July are set to grow at their fastest pace in 26 months.
"South Korea exports in July set for fastest Pace in 26 months"
Pending
The odds of a US Federal Reserve rate cut are expected to shift significantly on Friday.
"the rate cut odds are going to move more on Friday"
Pending
Tech market dominance is predicted to diminish when the jobs market begins to show signs of cracking.
"once the jobs Market starts to crack then people will start getting worried about tech then the tech dominance will not last in the same way"
Pending
The Japanese Yen (JPY) is predicted to 'go insane' and potentially outperform bonds once the Federal Reserve concludes its policy actions.
"once the real turnaround once the FED is done I do think the Yen will will go insane I think the Yen will probably even be bigger than bonds"
Pending
A diversified portfolio is considered the best long-term investment approach for digital assets.
"a diversified portfolio is probably what's best approach for investors in the long term"
Pending
The Secret Service intends to add laser rangefinders to its list of prohibited items at events.
"it currently it is not on the list of prohibitive items but we're going to make that change Senator"
Pending
The President is predicted to articulate his plans for the next 180 days to the American people in short order.
"you will hear him articulate that more uh I would you know I will predict uh in the short and short order"
Pending
If the Federal Reserve begins to cut interest rates, money is predicted to shift into small and mid-cap stocks.
"if the FED does start to cut it will pull money into small and midcaps"
Pending
Investments in AI by big tech companies like Microsoft, Amazon, and Nvidia are predicted to be worthwhile, with returns becoming apparent in years 3-10.
"this investment's already not going to be worth it I think it's going to be quite the contrary you're going to you're going to realize why they need to do this investment"
Pending
Earnings growth trajectories for small and mid-cap stocks are predicted to resume in six to nine months.
"earnings trajectories will start to grow again at some point six to nine months in the future"
Pending
AI-related stocks are predicted to experience significantly higher prices in the future.
"these stocks are going to be way higher"
Pending
Big tech companies are predicted to maintain a winning position for multiple years.
"these companies are the best companies and uh they um are going to be in a winning position for multiple years"
Pending
Jerome Powell is predicted to signal a rate cut (or potentially implement one) due to worsening consumer data, which would likely cause the IWM to rally.
"I think he probably signals for for a rate cut and part because of what Adam said that the data points on the consumer have gotten worse he has to react to it and he has talked about being data dependent so you know he'll signal for a rate cut probably maybe he'll he'll do a rate cut if he does I think the iwm does take off"
Pending
Goldman Sachs CEO David Solomon is reportedly predicting up to two Federal Reserve rate cuts in 2024.
"Goldman CEO David Solomon reportedly now seeing up to two rate Cuts in 2024"
Pending
A Reuters/Ipsos poll finds Kamala Harris leading Donald Trump 43% to 42% among registered voters for the 2024 US Presidential Election, with a 3.5% margin of error.
"Democratic president candidate camela leads Republican Donald uh 43 to 42 amongst registered voters within a three and a half Point margin of error Reuters IP SOS o IP SOS poll finds"
Pending
Jerome Powell is expected to signal a potential September rate cut during his address tomorrow.
"people are expecting him to talk about cutting in September if he is going to cut in September he could use tomorrow to Signal it"
Pending