4 rate cuts and all-in on Nvida and Eli Lilly

Investment Analysis Clubs Macro Economic Trends and Risks
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Any of you remember Louis Navellier from Wall $treet Week with Louis Rukyser?

free link:

https://www.marketwatch.com/story/this-proven-growth-stock-pro-isnt-giving-up-on-nvidia-or-america-heres-why-605c70ab?st=KoCG5G&reflink=desktopwebshare_permalink

intercst

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We haven’t even seen the layoffs or Tariffs yet. But this next quarter we will.

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They are starting to trickle in, or at least be announced. Mazda, Nissan, Subaru are shutting production. Trucking is going to get hit very soon, likely rail as well. Small businesses have already started laying off. I expect we start seeing noticeably empty sections of Wal Mart and Target within a month. And Las Vegas, oh boy, the stories I’m hearing about Vegas right now are not good.

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More: Empty shelves, trucking layoffs lead to a summer recession in Apollo's shocking trade fight timeline

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What about Vegas. I don’t understand.

Qazulight

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Early reports are that tourism/spending is down.

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Not that you would notice. Everything seems to be full up, traffic is crazy, Allegiant stadium was packed yesterday for the AC/DC concert.

Edit: They are saying that gaming is down 14% from last year though, I haven’t been gambling so maybe that is why I haven’t noticed. You all should have seen Vegas during the Pandemic, you could ride your bike down the strip and not a light was on, Weird as hell.

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