1st Quarter 2024 Wrap Up: Equity Overview & Rambus Chartology with Tim Caban
1 week
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Chapters:
00:00:21 I. Meet and Greet in PA
00:00:44 Tim’s Solari Circle
00:01:15 Radnor Hunt Club
00:01:28 Food for the Soul Philadelphia Tour — Brandywine Museum, Barnes Foundation and Phila Art Museum
00:01:51 All Wrap Ups online
00:02:11 II. 1st Quarter 2024 Wrap Up
00:03:32 III. Market Overview
00:03:37 A. Equity Markets
00:07:01 Issues
00:07:31 Is the bifurcation of 7 AI stocks coming to an end?
00:09:50 Amazon Fresh
00:10:45 The Great Taking
00:12:48 State Legislators
00:14:05 Travel Experience - Fraud as a Business Model
00:14:24 Dollar General
00:16:31 Scapegoat Capitalism
00:16:51 War
00:23:44 Bonds
00:25:06 Treasury Market
00:32:17 CBDC - Taxation without Representation
00:35:22 Fixed Income
00:38:57 Commodities
00:44:52 Do Quality
00:47:05 Risk Issues
00:49:01 The Push for Financial Control
00:50:13 Recession and Inflation
00:51:07 Covert and Overt War
00:55:25 Opportunities
00:59:51 Take Action
01:05:35 Focus in Q2
00:00:44 Tim’s Solari Circle
00:01:15 Radnor Hunt Club
00:01:28 Food for the Soul Philadelphia Tour — Brandywine Museum, Barnes Foundation and Phila Art Museum
00:01:51 All Wrap Ups online
00:02:11 II. 1st Quarter 2024 Wrap Up
00:03:32 III. Market Overview
00:03:37 A. Equity Markets
00:07:01 Issues
00:07:31 Is the bifurcation of 7 AI stocks coming to an end?
00:09:50 Amazon Fresh
00:10:45 The Great Taking
00:12:48 State Legislators
00:14:05 Travel Experience - Fraud as a Business Model
00:14:24 Dollar General
00:16:31 Scapegoat Capitalism
00:16:51 War
00:23:44 Bonds
00:25:06 Treasury Market
00:32:17 CBDC - Taxation without Representation
00:35:22 Fixed Income
00:38:57 Commodities
00:44:52 Do Quality
00:47:05 Risk Issues
00:49:01 The Push for Financial Control
00:50:13 Recession and Inflation
00:51:07 Covert and Overt War
00:55:25 Opportunities
00:59:51 Take Action
01:05:35 Focus in Q2