Podcast Available on
Spotify)** | Apple Podcast) | **Amazon Music)
**Follow on **Substack Notes)
Referral 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 immediately
Show Notes
Summary of the day
Yesterday was nullified and given back
Apple event
First 35 min focused on Apple Watch
20 min for iPhone 15
4 min specific for iPhone 15 Pro Titanium
The most impressive part of the event was the HQ Campus.
Breadth
Stuck out
Home builders down dispite 10 yr not being green
Strong
VIX
GM
Weak
ORCL down 13.5%
MDB down 5%
SG down 4.5%
CAVA down 4%
ADBE down 3.9%
ROKU down 3.5%
Home buildersMelody Wright) has shared a great deep dive, “Down and Dirty)” as well as this awesome interview on YouTube
What to watch
CPI wed
Watch mag 7
Watch yields
Economic data
https://www.marketwatch.com/economy-politics/calendar)
This is a public episode. If you’d like to discuss this with other subscribers or get access to bonus episodes, visit nyugrad.substack.com/subscribe)
