Podcast EP 40 Window Dressing (Aug 30)

Podcast Available onSpotify | Apple Podcast | Amazon MusicFollow on Substack NotesReferral Program for existing Subscribers* When you use the “Refer a friend” link below or the “Share” button on any post, you’ll get credit for any new subscribers. Here is the link you can copy and paste into any email, text or social media platform:“https://nyugrad.substack.com?r=1ec55c”* Once I launch a paywall, your referral credits earned will be retroactive immediatelyShow NotesSummary of the dayNot much changedShout out toLow volume day. Felt like a holiday. This week is heading into a long weekend and end of month. Look at the volume spike at end of session. Paint the tape defined.Breadth* 215 new highs* 103 new lows* 56% advancing 39% declining* 54% below 50 day maStuck outAlert for Subscribers…$KVYO Klaviyo IPO registration could be promising.I cannot stand marketing automation. Customer engagement should not be automated whether b2b or b2c. But Klaviyo files to go public in latest sign of life for IPO market.$585M ARR and a small $15M burn! linkedin.com/posts/edchiu_ceo-startups-…Home Builders up thx to $HOV up 15% on earnings. Raised guidance.K Hovnanian raised guidance and said expects 20% growth in eps. Sales trends 1H exceeds even the years prior to Covid. (Maybe she has a take on this bullishness?)Slides: https://khov.gcs-web.com/static-files/803492fe-b081-40cc-99df-747300a67418Vegas Reid airport sees record number of June passengers; Southwest leads wayAnd their casinos broke records. The state’s 439 licensed casinos won $1.404 billion from players in July, a 6.7 percent increase over a year ago when there were 453 casinos operating.StrongBuilders up thx to $HOV up 15% on earnings. Raised guidance.Lyft and uber upWeakVin Fast Auto VFS down 10%YieldsVolatilityWhat to watchWatch mag 7Watch yieldsFlorida gulf coast hurricane IdaliaCrypto (are animal spirits alive?)Economic datahttps://www.marketwatch.com/economy-politics/calendar Thanks for reading NYUGrad Stocks and Finance! Subscribe for free to receive new posts and support my work. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.notyouradvisor.com/subscribe