Market

“While the Producer Price Index PPI was higher by 02.% (more than expected), the overall theme was a return to up for most stocks, and a possible rotation to outside of the Mag 7” 😊 😅 

This week’s story was a move to small cap stocks, which were the best performing, while a slower inflation CPI uptick provided hope of a September rate cut.

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Insights from the portfolio

Video of the day

Today’s video is on Qualcomm $QCOM the mobile semiconductor communications and fabless IP company.

Deep dive of the day

Good setups for swing