What Moneyvest said in this video:
- Fed Policyneutralmid-termThe host argues the Fed under Warsh is providing steadily less information — no dot plot, shorter meetings, fewer substantive questions — a trend he views as bad for investors seeking policy clarity.Source
- Inflationneutrallong-termHe believes the 2% inflation target is effectively dead, since inflation has run well above it for nearly six years, and 3% is a more conservative planning assumption.Source
- GOOGLbearishshort-termHe discloses he still holds his GOOGL $65-strike puts after the double miss and near-10% selloff, waiting to see if the selling continues or buyers step in.Source
- AI Capexnegative for stockslong-termHe questions whether the hyperscalers' debt-funded AI capex — unimaginable in size — can ever generate enough revenue to offset the spending.Source
- SPYneutralshort-termThe S&P 500 has traded sideways since August, with strong support around 7550-7600 and resistance up at 7800.Source
- QQQneutralshort-termThe Nasdaq is bouncing off support just under 26,000 with resistance up near 27,000, still making higher highs and higher lows.Source
- AAPLneutralshort-termApple remains in an uptrend of higher highs and higher lows, with resistance at 348-349 and strong support at 318-320.Source
- AMZNneutralshort-termAmazon is consolidating sideways with resistance at 263-264 and strong support at 245.Source