The Great American Trend, The Gold Rush, 1-Year Highs, Apple vs. LVMH, Phil’s Fed Day Play — TwF 11

On Episode 11 of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman and Riley Rosebee review the Great American Trend, the Gold Rush, 1-Year Highs, Apple vs. LVMH, Phil’s Fed Day Play and more. Chapters Intro (0:00) Welcome Back (0:11) Chicks Dig Scars (1:21) Tech Investors’ Technical Difficulties (2:35) Chart Art (3:40) 1-Year Highs, Nasdaq + S&P 500 (4:20) Equally-Weighted Sector Performance (4:36) Financials (6:11) Phil’s Evergreen Fed Day Play (9:15) The Gold Rush (10:40) Gold Around the World (10:58) The Longest Days of the Year (12:40) Morning Sun (14:17) The Surge In Sugar (17:20) America’s Apple (19:33) Microsoft Moves on AI (20:40) Apple’s AI Play (21:42) France (22:50) Avoid — Shoulda, Coulda, Woulda (25:00) America is Underperforming (27:10) Apple vs. LVMH (30:00) Banks Consolidate (31:00) How to Invest in AI (32:40) The State of VC (32:49) Homebuilders At Highs (38:42) The People of Walmart (42:00) One More Chart (43:26) Links Howard’s Blog — https://www.howardlindzon.com/ JC’s Blog — https://allstarcharts.com/blog/ Pearl’s Prime Cuts — https://primecuts.substack.com/ Riley’s Blog — https://rosebee.beehiiv.com/ Follow Us on Twitter Howard Lindzon — https://twitter.com/howardlindzon JC Parets — https://twitter.com/allstarcharts Phil Pearlman — https://twitter.com/ppearlman Riley Rosebee — https://twitter.com/be_rosebee