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- Aug 18 And now we wait for more clarity on interest rates
Aug 18 And now we wait for more clarity on interest rates
$CMG $RGTI $EAT
Mukund Mohan
August 18, 2025
Market
“With most of the big earnings done, (except $PANW ( ▼ 0.6% ) and others) we are dependent on the Fed news cycle” 😊 😋
Mostly a middling day for the indices
Given how much stocks have gone up over this earnings period, I am not expecting much in terms of gains over the next 5 weeks. The market is well priced and although there are pockets of value $CRM ( ▼ 0.25% ) $DUOL ( ▲ 1.96% ) $MNDY ( ▼ 1.1% ) and other software stocks, I would take smaller swing positions.
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Insights from the portfolio
Video of the day
Today’s video is on Chipotle $CMG ( ▼ 0.37% ) the Mexican casual food restaurant.
