Morning Call

Nike’s Earnings Miss, Japan’s Semiconductor Purchase, and Markets in the Second Half of 2023 6/30/23

Jun 30, 2023
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Episode notes
1
Introduction
00:00 • 3min
2
Alpha Investor Survey: Is This a Bull Market or Just a Bear Market Rally?
03:14 • 2min
3
The Bear Market Rally
05:07 • 2min
4
The Fed's Discount Window and the Refinance Risk
06:41 • 2min
5
Nike's Earnings: How Worried Should Investors Be?
08:39 • 2min
6
Nike's DTC Results Set the Stage for Much Better Results
10:45 • 2min
7
Nike's Next Target: Direct-to-Consumer Retail
13:03 • 2min
8
The Future of the American Economy
14:50 • 5min
9
The Supreme Court Strikes Down Affirmative Action
20:08 • 2min
10
The Dow and the S&P 500 Wrap Up a Strong First Half
21:43 • 4min
11
AI and the Consumer's Recession
25:36 • 2min
12
The Best Returns for the Year
27:25 • 2min
13
El Salino's Stocks Picture From Gina Sanchez
29:14 • 2min
14
The US Is Ramping Up Warnings to American Executives About Fresh Dangers About Doing Business in China Under an Amended Law
30:54 • 2min
15
The Morning's Biggest Upgrades and Downgrades
32:51 • 3min
16
The AIC and the CHIPS Act
35:35 • 1min
17
The Future of Computer Chips
36:53 • 2min
18
The Future of the Chip Space
38:54 • 3min
19
The Recession and the Opportunity for Investors
41:43 • 3min