Interest Rate Cut Expectations - A 25 basis point (0.25%) rate cut is the most likely scenario, and the market is expected to react positively to a more accommodative Fed [1][2] - The market's focus may be more on the dot plot and commentary regarding the future rate path than the actual rate cut itself [5] - There's an expectation that a more accommodative Fed could lead to more business confidence and opportunities for other parts of the market to perform well [11] Tech Sector Surge - The AI tailwind is continuing to fuel the tech sector surge, supported by news from companies like Oracle [7] - Mega-cap tech companies make up more than a third of the S&P 500, and this concentration is likely to continue due to their strong balance sheets, earnings contributions, and cash flows [8] - The market narrowing into tech, despite expectations of a rate-cutting cycle that should favor cyclical sectors, is considered somewhat counterintuitive [9][10] Market Broadening and Frothiness - There was a broadening out of the market in the six to eight weeks leading up to the Oracle news, but this trend has reversed slightly recently [10] - Small caps are seen as having an opportunity to pick up some of their recent underperformance [11] - It's worth watching valuations for signs of frothiness in areas like quantum computing, robotics, and AI, but there's still momentum in the market [13] Uranium and Nuclear Stocks - The US announcement to build up its uranium reserves and potential nuclear deals are driving interest in uranium and nuclear stocks [12] - While maintaining risk exposure, adding more money to uranium and nuclear stocks at the current levels may not be advisable [14]

heady goals 750 billion in energy. You guys want to sell it. You want to triple energy sales to Europe in the next three years.We talked a little bit with your colleague and friend Secretary Bergam about it yesterday. But realistically, how do we do that in the United States. How do the Cheners, the Venture Globals, the Exxons, the Shells, the Seas, how do they accomplish those goals.So, number one, there's still a lot of gas from Russia going into Europe. 15% of Europe's gas supply still comes from Russia. ...

The way I look at it, they fought. The war is done and you know, I could get a statement that they're not going to go nuclear. We're probably going to ask for that, but they're not going to be doing it, but they're not going to be doing it anyway.We're going to talk to them next week with Iran. Uh we may sign an agreement. I don't know. To me, I don't think it's that necessary.I mean, they had a war, they fought, now they're going back to their world. I don't care if I have an agreement or not. Uh we the on ...

help me get a settlement with you, with Russia. And I think we're going to be doing that, too. Yeah, please go ahead. Please.>> Thank you, Mr. . President. You've made clear your position on what impact the strikes had.I wanted to ask you what is next with Iran, for instance, is there any indication from U.S. Intelligence that Iran was able to move any material. >> No, we just the opposite. We think we hit him so hard and so fast.They didn't get to move. And if you knew about that material, it's very hard a ...

Geopolitical Risk - The Israeli military reported inflicting "significant damage" on Iran's nuclear fuel-enrichment facility in Natanz [1] Nuclear Program - The Natanz facility is related to Iran's nuclear fuel-enrichment program [1]

Market Trends - Speculative stocks are performing well, despite the average market drifting lower, with the Dow dipping 1 point, S&P declining 27 points, and NASDAQ losing 0.5% [1] - The market is experiencing a "year of magical thinking," particularly in the space, quantum, and nuclear sectors [2] - The "magical thinking year" is likely in the middle stages, driven by significant money-making opportunities [3] Investment Strategy - It's crucial to "ring the register" and take profits off the table to realize gains [4] - The real action is in the stocks of companies that make no money whatsoever and many have close to no revenues [1] Disclaimer - The primary goal is to help investors make money [3]