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Aug 22 The Fed signals rate cuts ahead, and markets are happy again

Aug 22 The Fed signals rate cuts ahead, and markets are happy again

$ZM $WDAY $GOOGL

Mukund Mohan
August 22, 2025

Market

“The US is also starting to have public sector companies $INTC ( ▼ 0.82% ) will be a 10% owned by US Government company. Now imagine that times $GM ( ▲ 0.89% ) $F ( ▲ 0.17% ) and $JPM ( ▲ 1.24% ) and other banks - when the government lent them money during the crisis. How are we different than China then?” 😊 😋

A great day for the market, even though we ended the week lower

I still think there’s some downside to the markets this month and next, and Q3 results wont be as wow (starting to report mid October) but until then we keep options open and make good on the new winners.

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