Is the selloff actually coming this time? (Episode 81- Full Show 4NOV25)

10 days ago
34

It's the last show for a week because I'm off the Florida tomorrow. The market is selling off a little. Is this the start of a broader correction of another fake out? Palantir beats earnings pretty big but is selling off. Is the valuation actually starting to matter? Michael Burry of The Big Short fame thinks so. A lot of red across the board today. The government shutdown continues. Democrats are eyeing some election victories. Maybe a foreshowing of what is to come in the midterms. The Supreme Court on deck to weigh in on Trump tariffs. A lot of moves in the portfolio. Checking out AMD, Toyota Motors, McDonalds, and Novonordisk on the Watchlist.

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