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On today’s show, we discuss:
- JC’s chart storm – see our latest TCAF YouTube video for all of JCs visuals
- No one is really embracing this rally as an upward new bull market, says Fundstrats Tom Lee
- After a misjudged first half, strategists face a short squeeze
- MCD earnings
- META earnings
- Lionel Messi makes it official and signs with Inter Miami
Listen here:
Favorites:
- Capital Allocators with Seth Klarman
- Nike on Acquired
- Ice-T on Drink Champs
- Magic 2 – Nas
- Plain English with Derek Thompson
Charts:
Tweets:
$MSFT LinkedIn revenues surpassed $15 billion this fiscal year pic.twitter.com/7AQIdzPm6m
— Alex Morris (TSOH Investment Research) (@TSOH_Investing) July 26, 2023
J.C. Parets:
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