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CPI 3.4% Core 2.4%; ORCL +5% on AI Deals, ADBE Down After Light Guide| Sept 11 Live Trading

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Breakdown

0:03

[snorts] Good morning everybody.

12:58

Live?

25:12

so you're still going to see a decent collapse even though you're in 35 days ou…

37:39

make the announcement it'll be one o'clock.

51:54

We got to will the win.

1:05:19

today.

1:18:44

a few weeks ago >> or maybe it was a couple months ago now, maybe four to six w…

1:29:20

percent, 481 points to 52,971 knocking on the door of 53.

1:43:15

yeah, we're going to take a uh quick little break.

1:56:51

um our segment of Tasty Crumbs.

2:15:21

7590 7615 7695 7720.

2:28:29

like, what's the context in which this is all occurring?

2:40:08

bit of a pop to the upside, and that was good enough for me to be like, all rig…

2:50:22

for that wedding.

3:02:55

past week and kind of do a little bit more deep dive a little bit more explanat…

3:16:24

So, when you go to the takeaways, you see, so letter exits improve returns but…

3:28:16

actually negative negatively correlated.

3:41:27

since then.

3:56:03

Day.

4:09:10

attractive risk profile, although now it has shifted pretty much back to my ent…

4:20:00

in, but one of those plays where we would be kind of joining uh the short-term…

4:31:19

is a Super Bowl setup and it's filled for a sevencent debt for me here.

4:43:12

lower in price in the next week or two, this would benefit and I could flip it…

5:02:57

you know, it's the 25th anniversary of the September 11th uh, attack and stuff…

5:18:42

That's all the 63 is against it because I can get maybe and let me pull this up…

5:36:18

>> if you don't count October last year, which was a month in which we did not…

5:51:19

bounce back here in the Russell.

6:06:30

have you know been battered for years and they're ready to brush themselves off…

6:22:23

not quite the year if but if you take out this little chunk yeah the year.

6:36:48

was put in the system um and and so on uh and and not really growing the produc…

6:48:31

>> just in case for good measure, I'm going to pull it in myself.

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