Jul 6, 2026
Derek Moore is joined by Mike Snyder and Shane Skinner to get into markets including whether the memory stock run (including Micron) is over or just taking a pause. Then, they look at the strength of the US Dollar and whether that is a major headwind while oil prices seem like they are done worrying about the Strait of Hormuz. Later, the case for and against the Fed LOWERING rates this year vs the consensus view that they need to tighten. Oh yeah, and they get Derek talking again about Bitcoin and Strategy, the resilient employment numbers, ISM prices paid are dropping, and market seasonality.
Did Michael Saylor compare Strategy’s perpetual preferred shares to a 3-month treasury?
Bitcoin winter
The case for and against the Fed CUTTING rates
Strong employment numbers
ISM prices paid and oil prices are dropping
Market seasonality and how July historically goes
The market seems to have forgotten about the Straight of Hormuz
Above all else its earnings, but at what multiple, and at what net profit margin?
Micron, SanDisk, and the memory stocks turn over so what’s next?
Getting into earnings seasons once again
US Dollar strength so what’s the problem?
US Dollar zone of insignificance and when it is significant
Mentioned in this Episode
Derek Moore’s book Broken Pie Chart https://amzn.to/3S8ADNT
Jay Pestrichelli’s book Buy and Hedge https://amzn.to/3jQYgMt
Derek’s book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag
Contact Derek derek.moore@zegainvestments.com