Sell-off Watch, Ad-vantaged, Cyber Pains & Gains 8/10/23

1

Introduction

00:00 • 3min

2

The Fed's Soft Data Makes It Less Likely to Keep Hiring Rates

03:01 • 2min

3

The Mission Achieved: The Fed's No September Hike

04:35 • 3min

4

The Fed's Restrictive Policy

07:32 • 2min

5

The Fed's Lessons for the Next Chapter

09:53 • 2min

6

The Fed Untethered the Long End for Japan

11:29 • 2min

7

Ackman's 30-Year Short Is Back in the Black

13:45 • 2min

8

Inflation Is Likely to Keep Rising Between Now and Year End

15:19 • 2min

9

The Tangler, ETF TGLR 25 to 30 Positions

16:54 • 2min

10

The Importance of Relative Yield in Dividend Growth

19:05 • 2min

11

What's Next for Twitter?

21:29 • 2min

12

Disney Hitting Prices on Ad-Free Streaming Tiers

23:20 • 2min

13

The Negative Impact of the DeSantis Feud on Disney

25:07 • 2min

14

Twitter or X: The Future of Content?

27:21 • 2min

15

The Future of Twitter

29:02 • 2min

16

Cyberarch Rallying After Raising Its Forecast

31:00 • 2min

17

The Importance of Identity Security

33:10 • 3min

18

Cyber Arc's Quarterly Earnings Beat

35:49 • 3min

19

The Rise of Rents in the U.S.

38:22 • 2min

20

Fryer Battery: A Lagging Indicator of the Economy

40:50 • 2min

21

The Redomissiling of Gigamerica to the US

43:06 • 4min