What Investors Might Watch for in August?
What Investors Might Watch for in August?
Aug 7 08:00
Dear mooers,
Join the live, as Stephen "Sarge" Guilfoyle will navigate the intersection of politics and market trends this August. With the Democratic National Convention on the horizon, Sarge will unpack the potential market shake-ups from the presidential race and the VP selection buzz. Get ready to uncover how these political plays could influence market sectors and Treasury yields.
But there's more on the agenda. The Federal Reserve is on deck with the FOMC minutes and the Jackson Hole summit, and Sarge is here to decipher their signals. How might these Fed foci forecast the financial future? We've got the insights.
As economic reports roll out, from inflation figures to GDP revisions, we'll explore their sway over the stock market. Earnings season is also reaching a fever pitch, and Sarge will offer his insights on reports from major players like $NVIDIA (NVDA.US)$, $Walmart (WMT.US)$, $Target (TGT.US)$, and other retail giants, analyzing their influence on the market and what their performances might signal about the broader economy.
Finally, Sarge will discuss the phenomenon of negative seasonality that often marks this time of year, arming you with the knowledge to navigate these cyclical market shifts.
[Stephen's Full Bio] Stephen "Sarge" Guilfoyle is the founder and President of Sarge986 LLC, a family-run trading operation. An NYSE floor trader for over 30 years, Guilfoyle has served as the Chief Market Economist for Stuart Frankel & Co., the U.S. Economist for Meridian Equity Partners, and as a Vice President in Block Trading and Investment Banking with Credit Suisse over the years. Guilfoyle earned his nickname "Sarge" while serving as an actual sergeant in reserve components of the U.S. Marine Corps and U.S. Army while simultaneously working on Wall Street. He self-identifies as a day trader, long-term investor, and anything. He believes in removing emotion from the decision-making process and trusting the data. Follow Stephen “Sarge” Guilfoyle on the moomoo community for a mix of fundamentals, technical analysis, economic commentary, and trading ideas.![]()
Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only.
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102362254 : Question 1 - What are the potential effects of recent geopolitical tensions on global supply chains and market stability?
Question 2 - How will the upcoming U.S. presidential election impact market volatility and investor sentiment?
Question 3 - What are the implications of central bank interest rate decisions on emerging markets and their currencies?
mr_cashcow : Nice, sarge is popular with mooers![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
Well shit have hit the fan as we have seen the market sea of red and it seems like the worse have yet to come, what exactly is going on? Can sarge help us better understand what happened that resulted in this massive sell off? What should we do? Remain calm and hold or cut losses and sell?
105699068 : The gold market
ZnWC : Thanks for answering our questions in the last session![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
Here are my questions in this session:
1) What triggered the stock market to plunge especially the tech stocks? Big Rotation or US recession coming or both?
2) Based on your experience, what type of stocks are suitable to invest under a "fearful" market? Should we be greedy when the market is fearful?
3) What indicator should we look to see if the US is slipping into a recession? Will a Fed rate cut help?
Wonder : The market plunge had reached many fib retracement levels. How far can the drop go and for how long, based on history?![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
erin39 : Hi, are you able to share with us how to identify trading opportunities amid global sell off? Thanks.
71165076 : It has plummeted today, can I buy it in batches
doctorpot1 : is this the start of a new financial crisis or is it more of a market tantrum?
101640236 : Question: what is the extent of the JPY carry trade? Now that Fed is about to cut rate, while BOJ is going the opposite direction, I was wondering what could be the extent of this unwinding?
NSIKAN DICKSON : Wow
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