Dan Bustamante talks about the stock market highs, Mag 7 stocks being crowded and the Fed rate cut ahead of the end of 2025. Plus, a look into some of the companies discussed on this show.

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Dan Bustamante dives into the broad market outlook including why the SP500 is a bit frothy and why some comments made from the Interactive Brokers Chairman & Founder are worth noting. Retail investors once again are crowding into the Mag 7 stocks. He then gets into why The Fed rate cut next week doesn’t matter as much as the first cut in September. Then a quick look at buybacks and why they matter in the investment process, especially coming in 2025 with Japan. The show ends this week with a look at some of the companies like $VFC, $INTC, $AAP, Boeing and Charles Schwab & Co.

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Chapters
00:00 - 7:00 Introduction
7:00 - 11:30 - Broad Market / BOJ
11:30 - 24:20 - Charts
24:20 - 33:30 Schwab Stock
33:30 - 38:20 Rumble Stock
43:00 -51:00 VFCUpdate
51:00 - 60:00 Trump Tariffs - 2 Sectors to Watc
60:00 - 1:15:00 Q&A


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