Three Clowns

<p><strong>Ep. 19 — Meta Tanks, Google Pops, Oil Soars</strong></p><p>Meta gets smoked while Alphabet rips, oil hangs over $120 with the UAE walking out of OPEC, and a hot data dump hits at 8:30. Add a REIT redemption freeze and falling gold, and you've got markets trying to price earnings shocks, inflation signals, and a supply crunch all before lunch.</p><p><strong>Today's stories:</strong></p><ul><li>Intro — Meta vs. Google split, oil at $120, data tsunami, and a REIT freeze set the table.</li><li>The Tape — Intent ads beat interruption ads; energy and infrastructure bid while gold fades and crypto bleeds.</li><li>The Footnotes — UAE’s OPEC exit rewires energy, France’s timing is comic, gold vs. real yields, and REITs bifurcate.</li><li>The Nerd Corner — Meta’s AI spend is defensive, Google’s is offensive; nuclear PPAs change rate sensitivity; Nvidia is the tell.</li></ul><p><strong>The Calls:</strong></p><ul><li>Tom: Nvidia closes red, down at least 2%.</li><li>Ray: Gold ETF finishes up at least 2%.</li><li>Alex: Meta closes down at least 3%.</li></ul><p>New episode every weekday before US market open.<br/>Find us on <a href="https://threeclowns.co">threeclowns.co</a> | <a href="https://www.youtube.com/@ThreeClownsPod">YouTube</a> | <a href="https://www.tiktok.com/@threeclownspod">TikTok</a> | <a href="https://x.com/threeclownspod">X</a></p><p><em>Produced using AI-generated voices.</em></p>

Ep. 18 — Powell Holds Or Blinks?FOMC day with oil back above $110 after the UAE walked from OPEC, AI hardware wobbling as yields tick up, and gold somehow slipping into the penalty box. Powell either holds the line or blinks — and that call ripples through everything from QQQs to REITs.Today's stories:Oil tops $110 as UAE exits OPEC — supply uncertainty over squeezeAI and big tech selloff: ROI doubts meet higher discount ratesGold down despite geopolitics — real yields win the argumentREITs rally while yields rise: market pricing “contained,” not crisisJamie Dimon’s bond-crisis warning vs market resilienceChina’s yuan faces summer dividend repatriation testM&A pulse: Pepsi to buy oOh!Media; RAC pulls London IPO; Vale misses on costsThe Calls:Tom: Ten-year closes above 4.40%.Ray: Gold ETF closes flat to down at least 1%.Alex: QQQs close red by at least 0.5%.New episode every weekday before US market open.Find us on threeclowns.co | YouTube | TikTok | XProduced using AI-generated voices.