MARKET DAILY

Market 08/07: U.S. Sheds Jobs in July

Unemployment at 4.1% - Why Is the Data So Confusing?

Last Chance - Register for Sector Rotation Workshop

Venue: San Jose University or Online

Time: 9AM - 11AM PST Sunday, August 9

Agenda:

  1. Introduction to market sectors & sub-sectors

  2. The conditions needed for sectors to grow and key leader stocks

  3. RRG and how to use it

  4. Macro Regime, Sentiment and when to rotate capital

  5. How to build a thesis and combine multiple theses to structure trades

  6. Pitfalls to avoid when rotating capital

Parts 1 and 2 will have separate videos prepared for you to watch before the Workshop

Register at link:

Register for Sector Rotation Workshop

In case you missed our recent top stories:

Top headlines:

  • Hormuz deal still under review, Houthis keep firing on Saudi Arabia

  • July payrolls fell against forecasts

  • Unemployment rate fell to 4.1%

  • NY Fed July: Inflation expectations little changed

  • China: Imports continue to surge on AI

  • Tesla, SpaceX to invest $16.8 billion to build Terafab

  • MP Materials: Strong Q2 driven by rare earths

  • AAOI: Revenue and profit beat expectations

  • Market: Yields cool, semis and consumer surge

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