Skip to main content

Under Pressure! July 15 RoundUp: Video & Slides

Weekly breakdown of Consumer Stocks to Watch

Retailers are trying to find their footing after a murderers' row of trade and tariff announcements over the last few days.

Spencer and I are talking specifics, including: CPI data take, Prime Day results, why tariffs matter (still), and how to play Netflix ahead of earnings on Thursday.

Here's your weekly video! Hit this LINK for a better look at the slides Spencer and I went through.

 

 

 

Why Consumption is the cudgel for all International trade negotiations:

 

 

Netflix and TKO:

 

The XLY Discretionary SPDR, not... quite... breaking out just yet:

You need to have a subscription to access this content in full.

Log in or subscribe today to unlock new features and receive Member Benefits.

Log in or Subscribe