August 28, 2025 • 6 mins
Records set on Wall Street and Tim knows why. Plus he takes a look at what to expect today and Friday
Mark as Played
Transcript
Episode Transcript
Available transcripts are automatically generated. Complete accuracy is not guaranteed.
Speaker 1 (00:02):
Bred. I'm fantastic. I'm back in the nerves center and
it's easier to get all my screens up here than
when I'm in there. But hey, I enjoyed my day yesterday.
It's always fun watching you in action. I tell people
it's the fastest three hours I've ever gone through. You
do all that.
Speaker 2 (00:18):
It is a fast three hours. People think that I
tell you all I'm doing is sitting on my butt.
Well I am sitting. Oh no, I am sitting on
my buck. My hands are busy the whole time.
Speaker 1 (00:26):
I can tell you that, Oh, you're running an operation there.
It's amazing to watch it.
Speaker 2 (00:31):
So yesterday we we trow Wednesday stocks at Hire S
and P five hundred got a new record. You had
a pretty good day yesterday for we tro wealth Man detail.
Speaker 1 (00:44):
Usually it's not as good. We had to dab up
one hundred and forty seven points was point three two percent.
NAZAC got forty five points which is point two to one,
and the S and P five hundred up fifteen. My
bobblem was fifteen and a half points point two four percent. Okay,
you know we keep touching on that ruff. Those small
(01:04):
caps up fifteen, which is point sixty four of a percent.
They didn't have a bad day yesterday. We had Navidia
after the bell come out beat on both sides. You
think that's good, make lots of money. But their forecast says, hey,
our sales are down a little bit on our artificial
intelligence chip stack. Oh and they're saying China should use
(01:30):
America or use no videos. They call it chip stack
their stack, you know, And that would make things better
for them is because they're not selling it to them.
They want to sell more more chips. So that pulled
their their stock price down and it lost three point
two after hours trading and it's currently sitting a little
bit negative. But this is a company just keeps pounding
(01:52):
it out for it. I think they'll be Okay.
Speaker 2 (01:53):
Well, y're today, Like you pointed out number of time
year today, there are still way up there, you know.
Speaker 1 (01:59):
Oh heck yeah. I mean we're sitting at your todate,
sitting at thirty five point two three. But look at
the one year forty one point five four to five
year one thousand, three hundred and thirty eight percent five years.
Speaker 2 (02:12):
Who else were the winners yesterday besides in the video
which came in after the bell, who else shows the
other progress before the before the.
Speaker 1 (02:22):
Video came out, we had crowdset, CrowdStrike Holdings Service now
Palo Alto Networks into at Salesforce all went up. You
had Coals Coals, that's twenty four percent. Now we got
this this Mongo DV searched thirty eight percent at this
(02:44):
company right there, Cloud their platform network Fred and you
look at there were up thirty seven point nine six
almost thirty eight percent yesterday, which is a big move.
This is a two hundred and ninety five dollars stock.
But if I look here to date, that brought him
out of the negative. They're sitting twenty seven percent up
here to date. So it's not one of these high
flyers that you know up one hundred and some percent.
(03:07):
So getting that day put them in the positive this year,
so that that's a big move. That's an eighty one
dollars move. So Mango dB went up. I'll tell you what. Lookout,
Commy could be sliding a little bit. Jam Smuckers no,
down four point four percent. We're not buying the jelly thread,
Come on you, Peo, Paul. We're also not buying donuts,
(03:29):
Krispy kran took it on the chin negative three point
five yesterday.
Speaker 2 (03:33):
Oh man, that's I know, Chris Donuts and Jelly. What
about Jelly Donuts, Let's let's put them. There's an idea.
Let's put jelly in donuts and boost the stock price
of both companies that.
Speaker 1 (03:48):
Could do it. Why don't they go to get a date?
That's what we should propose. But I think some of
this might have to do with that. We're trying to
eat better and do things better with Robert Kennedy at
they're trying to get things in line, get the food
coloring out of there, So maybe that has something to
do with it a little bit.
Speaker 2 (04:05):
Well, you don't sock away a lot of donuts either
as you train for the Garment Marathon. I'm thinking you're
probably not stopping at Krispy Kreme every morning.
Speaker 1 (04:15):
I'm not stopping there, But I do eat my share
of donuts because I see, well, if I'm running that much,
they ain't gonna stick around in mind, in my body.
So yeah, I have a few. I like donuts. There's
nothing on that, but I do like the Jelly Dons.
They're one of my favorites. So I'm supporting we had
cracker bail barrel. We keep talking about it. Shears jumped
(04:36):
eight percent. They're still in the mix of changing their
name going back. It's all momentum. But when we looked
at that yesterday, they you're right. You walk into their
place and you've got all these knickknacks. You know, they
have to change a little bit. I don't mind them
keeping their same name or old name. I don't know
(04:57):
if it makes a huge huge difference, but I guess
we'll see on that one.
Speaker 2 (05:01):
Yeah, I think it's got to be. It has to
be an internal change, upgraded menu. It's not going to
matter what the logo looks like, all right, It's gonna
be what's inside and what they're serving and what they're
serving that's what's going to attract and.
Speaker 1 (05:15):
What they're serving is it boils down to the food.
Do you want to sit down and eat that kind
of food or not? It doesn't matter.
Speaker 2 (05:21):
So what's the what the treasury yield look like? Uh?
After yesterday's activities.
Speaker 1 (05:28):
It's dropped a little bit. We've come down. We're currently
sitting the tenures at four point two three. It was
at four point two six. It went down yestually four
point two four, dropped another one four point two three,
and the two years sitting at three point six to two.
In today, in the economic calendar, we have initial jobless
claims at eight thirty. Also the GDP first revision. We
(05:53):
keep that about revisions of things. Now we're going to
look at the GDP first revision, not drafts, the GDP
pending home sales. I'll be interested to see that. At
ten o'clock. Oh gosh, see if they're if they're selling,
all right?
Speaker 2 (06:05):
And then tomorrow, what are we expecting tomorrow?
Speaker 1 (06:09):
Tomorrow we're looking And this is the one I want
to watch. This is I think this is the big number,
the PCE index, which is the favorite measurement of the
Fed on inflation. We had the PPI go up we
talked about yesterday unexpectedly a little higher. So I'm going
to be anxious to see what happens to the PCE tomorrow.
Speaker 2 (06:28):
All right, So we'll keep an eye on today looking
forward to tomorrow.
Speaker 1 (06:31):
If you need any
Speaker 2 (06:32):
Help with either of those things, get a hold of
Tim at four one nine eight two, four thirty three
hundred
Bred. I'm fantastic. I'm back in the nerves center and
it's easier to get all my screens up here than
when I'm in there. But hey, I enjoyed my day yesterday.
It's always fun watching you in action. I tell people
it's the fastest three hours I've ever gone through. You
do all that.
Speaker 2 (00:18):
It is a fast three hours. People think that I
tell you all I'm doing is sitting on my butt.
Well I am sitting. Oh no, I am sitting on
my buck. My hands are busy the whole time.
Speaker 1 (00:26):
I can tell you that, Oh, you're running an operation there.
It's amazing to watch it.
Speaker 2 (00:31):
So yesterday we we trow Wednesday stocks at Hire S
and P five hundred got a new record. You had
a pretty good day yesterday for we tro wealth Man detail.
Speaker 1 (00:44):
Usually it's not as good. We had to dab up
one hundred and forty seven points was point three two percent.
NAZAC got forty five points which is point two to one,
and the S and P five hundred up fifteen. My
bobblem was fifteen and a half points point two four percent. Okay,
you know we keep touching on that ruff. Those small
(01:04):
caps up fifteen, which is point sixty four of a percent.
They didn't have a bad day yesterday. We had Navidia
after the bell come out beat on both sides. You
think that's good, make lots of money. But their forecast says, hey,
our sales are down a little bit on our artificial
intelligence chip stack. Oh and they're saying China should use
(01:30):
America or use no videos. They call it chip stack
their stack, you know, And that would make things better
for them is because they're not selling it to them.
They want to sell more more chips. So that pulled
their their stock price down and it lost three point
two after hours trading and it's currently sitting a little
bit negative. But this is a company just keeps pounding
(01:52):
it out for it. I think they'll be Okay.
Speaker 2 (01:53):
Well, y're today, Like you pointed out number of time
year today, there are still way up there, you know.
Speaker 1 (01:59):
Oh heck yeah. I mean we're sitting at your todate,
sitting at thirty five point two three. But look at
the one year forty one point five four to five
year one thousand, three hundred and thirty eight percent five years.
Speaker 2 (02:12):
Who else were the winners yesterday besides in the video
which came in after the bell, who else shows the
other progress before the before the.
Speaker 1 (02:22):
Video came out, we had crowdset, CrowdStrike Holdings Service now
Palo Alto Networks into at Salesforce all went up. You
had Coals Coals, that's twenty four percent. Now we got
this this Mongo DV searched thirty eight percent at this
(02:44):
company right there, Cloud their platform network Fred and you
look at there were up thirty seven point nine six
almost thirty eight percent yesterday, which is a big move.
This is a two hundred and ninety five dollars stock.
But if I look here to date, that brought him
out of the negative. They're sitting twenty seven percent up
here to date. So it's not one of these high
flyers that you know up one hundred and some percent.
(03:07):
So getting that day put them in the positive this year,
so that that's a big move. That's an eighty one
dollars move. So Mango dB went up. I'll tell you what. Lookout,
Commy could be sliding a little bit. Jam Smuckers no,
down four point four percent. We're not buying the jelly thread,
Come on you, Peo, Paul. We're also not buying donuts,
(03:29):
Krispy kran took it on the chin negative three point
five yesterday.
Speaker 2 (03:33):
Oh man, that's I know, Chris Donuts and Jelly. What
about Jelly Donuts, Let's let's put them. There's an idea.
Let's put jelly in donuts and boost the stock price
of both companies that.
Speaker 1 (03:48):
Could do it. Why don't they go to get a date?
That's what we should propose. But I think some of
this might have to do with that. We're trying to
eat better and do things better with Robert Kennedy at
they're trying to get things in line, get the food
coloring out of there, So maybe that has something to
do with it a little bit.
Speaker 2 (04:05):
Well, you don't sock away a lot of donuts either
as you train for the Garment Marathon. I'm thinking you're
probably not stopping at Krispy Kreme every morning.
Speaker 1 (04:15):
I'm not stopping there, But I do eat my share
of donuts because I see, well, if I'm running that much,
they ain't gonna stick around in mind, in my body.
So yeah, I have a few. I like donuts. There's
nothing on that, but I do like the Jelly Dons.
They're one of my favorites. So I'm supporting we had
cracker bail barrel. We keep talking about it. Shears jumped
(04:36):
eight percent. They're still in the mix of changing their
name going back. It's all momentum. But when we looked
at that yesterday, they you're right. You walk into their
place and you've got all these knickknacks. You know, they
have to change a little bit. I don't mind them
keeping their same name or old name. I don't know
(04:57):
if it makes a huge huge difference, but I guess
we'll see on that one.
Speaker 2 (05:01):
Yeah, I think it's got to be. It has to
be an internal change, upgraded menu. It's not going to
matter what the logo looks like, all right, It's gonna
be what's inside and what they're serving and what they're
serving that's what's going to attract and.
Speaker 1 (05:15):
What they're serving is it boils down to the food.
Do you want to sit down and eat that kind
of food or not? It doesn't matter.
Speaker 2 (05:21):
So what's the what the treasury yield look like? Uh?
After yesterday's activities.
Speaker 1 (05:28):
It's dropped a little bit. We've come down. We're currently
sitting the tenures at four point two three. It was
at four point two six. It went down yestually four
point two four, dropped another one four point two three,
and the two years sitting at three point six to two.
In today, in the economic calendar, we have initial jobless
claims at eight thirty. Also the GDP first revision. We
(05:53):
keep that about revisions of things. Now we're going to
look at the GDP first revision, not drafts, the GDP
pending home sales. I'll be interested to see that. At
ten o'clock. Oh gosh, see if they're if they're selling,
all right?
Speaker 2 (06:05):
And then tomorrow, what are we expecting tomorrow?
Speaker 1 (06:09):
Tomorrow we're looking And this is the one I want
to watch. This is I think this is the big number,
the PCE index, which is the favorite measurement of the
Fed on inflation. We had the PPI go up we
talked about yesterday unexpectedly a little higher. So I'm going
to be anxious to see what happens to the PCE tomorrow.
Speaker 2 (06:28):
All right, So we'll keep an eye on today looking
forward to tomorrow.
Speaker 1 (06:31):
If you need any
Speaker 2 (06:32):
Help with either of those things, get a hold of
Tim at four one nine eight two, four thirty three
hundred
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