Trends With Friends - Episode 11...The Great American Trend, The Gold Rush, 1-Year Highs, Apple vs. LVMH and Phil’s Fed Day Play

Happy Saturday!

The 11th episode of Trends with Friends is available now. The boys are back to review the Great American Trend, the Gold Rush, 1-Year Highs, Apple vs. LVMH, Phil’s Fed Day Play and more.

Apple | Spotify | Youtube

Here are this week’s chapters — click the timestamp to skip to a section.

Intro (0:00)
Welcome Back (0:11)
Chicks Dig Scars (1:21)
Tech Investors’ Technical Difficulties (2:35)
Chart Art (3:40)
1-Year Highs, Nasdaq + S&P 500 (4:20)
Equally-Weighted Sector Performance (4:36)
Financials (6:11)
Phil’s Evergreen Fed Day Play (9:15)
The Gold Rush (10:40)
Gold Around the World (10:58)
The Longest Days of the Year (12:40)
Morning Sun (14:17)
The Surge In Sugar (17:20)
America’s Apple (19:33)
Microsoft Moves on AI (20:40)
Apple’s AI Play (21:42)
France (22:50)
Avoid — Shoulda, Coulda, Woulda (25:00)
America is Underperforming (27:10)
Apple vs. LVMH (30:00)
Banks Consolidate (31:00)
How to Invest in AI (32:40)
The State of VC (32:49)
Homebuilders At Highs (38:42)
The People of Walmart (42:00)
One More Chart (43:26)

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Enjoy the day!