Podcasts about EPS

Obnova Ukrajiny by podle odhadů Světové banky měla v příštích deseti letech vyjít na 11,5 bilionu korun. Příležitosti se chtějí chopit i české firmy, jenže i když je teď Česko jedním z nejbližších partnerů Ukrajiny, při „rozdělování byznysového koláče rekonstrukce země“ se na Čechy vůbec nemusí dostat.„Myslím, že to je jedna z unikátních příležitostí, kterou teď máme. Může to být částečná kompenzace i za to, že jsme ztratili trhy v Rusku, že máme v Evropě recesi, dokonce si myslím, že  nám obnova Ukrajiny může částečně pomoci i v ekonomické situaci, ve které dnes Evropa je. Může to být určitý stimul, na kterém se určitě Evropa shodne, který bude financovat a bude se jednat o obrovské prostředky a velké komplexní projekty,“ říká v pořadu Inside Talks expert na průmysl Tomáš Kolář, podle kterého se i pro české firmy jedná o obrovskou příležitost. Inside Talks. Pořad, ve kterém Zuzana Hodková se stálým týmem expertů rozebírá zákulisí českého byznysu. Jakými tématy žije průmysl, potravinářství, reality, startu-upy, finance, energetika nebo automobilový průmysl?Insidery jsou Tomáš Kolář z Linetu, Petr Palička z realitní divize EP Real Estate, Petr Novák z divize automotive společnosti JTEKT, Tomáš Spurný z Monety Money Bank, Ondřej Fryc z Reflex Capital, Martin Durčák z ČEPS a Jan Romportl z Elin.aiNový díl každý pátek na SZ Byznys a ve všech podcastových aplikacích. Odebírejte na Podcasty.cz, Apple Podcasts nebo Spotify.

Fluphenazine is a high-potency typical antipsychotic that primarily acts as a dopamine D2 receptor antagonist in the mesolimbic pathway, reducing positive symptoms of schizophrenia. Extrapyramidal symptoms (EPS), such as dystonia, akathisia, and parkinsonism, are common due to potent D2 blockade in the nigrostriatal pathway. Neuroleptic malignant syndrome (NMS), though rare, is a life-threatening adverse effect characterized by rigidity, hyperthermia, altered mental status, and autonomic instability. CYP2D6 inhibitors (e.g., fluoxetine, paroxetine) can increase fluphenazine plasma concentrations, potentially raising the risk of toxicity and side effects. Concomitant use of fluphenazine with CNS depressants (e.g., alcohol, benzodiazepines) can enhance sedation and respiratory depression.

The directing duo from "Don't Tell Larry" detail their eight-year journey to turn the phrase, "Don't Tell Larry", into a world, a web series, and feature starring Eg Begley., Jr., Dot-Marie Jones, Patty Guggenheim, and Kiel Kennedy. And they chat with Matt and Oren about how their background in unscripted TV prepared them but also left gaps when it came to making the movie they wanted to make, without EPs steering them off-track.From 300 pitches to turning down lucrative investors, the pandemic, and choosing to shoot in Dallas, the guys explore all the challenges of making an indie film, and adhering to high standards, all while influencers walk away with the fees that filmmakers traditionally could garner from commercial work. And other filmmakers like, Danny Gervitz's film "The Man in the Photo" https://www.youtube.com/watch?v=u6WpwmPe9Ks, "Skinamarink" https://www.youtube.com/watch?v=APQqilSTxz0 and forgoing distributors and theatrical releases, in favor of going straight to YouTube.Tell them your thoughts on Instagram @dtlthemovie @gregporper @jschimke---Get a great deal on Magic Mind! https://magicmind.com/shootitjune NEW LINK!!Matt's Endorsement: "No Hard Feelings" https://www.imdb.com/title/tt15671028/Oren's Endorsement: Eric Chien, the magician https://www.youtube.com/watch?v=XWO5-0OYMwcGreg's Endorsement: The book "Day Trading Attention: How to Actually Build Brand and Sales in the New Social Media World." by Gary Vaynerchuk https://garyvaynerchuk.com/attention/John's Endorsement: DaVinci Resolve updated their Edit page and it's wonderful. Particularly Source / Record. Hosted on Acast. See acast.com/privacy for more information.

Nun 80s, may tinatawag tayong EPs ... EXTENDED Plays ng mga sikat na kanta nun. 12" pa nga ang ibang tawag (Wow! Ang haba!) But for this episode, let's talk about EXPLICIT PLAYS ... SEXtended Plays, pwede rin, sabi ng ating guest ... mala PROF na si Abe. May kaakibat na Spotify Playlist 'to! Hosted on Acast. See acast.com/privacy for more information.

Skupina Solar Global patří k největším i nejzkušenějším investorům do zelené energetiky u nás. První solární parky začala budovat už v roce 2006, dnes v Česku provozuje fotovoltaiku o výkonu přes 50 megawattů a další projekty rozvíjí doma i v zahraničí.Solar Global je průkopníkem i dalších zelených technologií. Před osmi lety spustil první velkokapacitní úložiště elektřiny u nás a letos jako první v zemi získala certifikaci ČEPS pro využití bateriového systému k dodávce služeb výkonové rovnováhy. Od roku 2023 Solar Global provozuje zatím jediný komerční elektrolyzér v Česku, ve kterém vyrábí vodík, a patří také mezi první agregátory flexibility u nás.„Pořád stavíme, ale je to těžké,“ říká v podcastu Agenda SZ Byznys Petr Foitl, výkonný ředitel firmy Solar Global Energy, pod niž ve skupině spadají obchod s elektřinou, flexibilita a akumulace.Agenda. Rozhovory s top lídry českého byznysu, zakladateli firem, odborníky. Čtvrthodinka o byznysu z první ruky.Každý všední den na SZ Byznys a ve všech podcastových aplikacích.Odebírejte na Podcasty.cz, Apple Podcasts nebo Spotify.

Sermon we watched: https://www.youtube.com/watch?v=0MSztUqdlosCome to OUR FIRST EVER EXPERIENCE! https://brushfire.com/wholewomanco/utwwwco/603899__________________________________________________________________Give us feedback on your Wide Open experience so far here: https://docs.google.com/forms/d/e/1FAIpQLSfnasZey2g7HM7D9vvugUpTsYwPQBgYvx0Y7vLolCvjRmJHFg/viewform?pli=1__________________________________________________________________Members get Eps 2 Days early, vlogs, & exclusive STREAMS! Join today!https://www.youtube.com/channel/UCqzgGwRrOLH20OIc8bM_VAg/join__________________________________________________________________COME SEE TIM DO COMEDY - Get Tickets Here https://linktr.ee/timross(Tim's Lip Balm) - GlowSkin Care - https://www.facebook.com/AllNaturalOrganicProductsMadeWithLove/

Evercore ISI issued a new Street-high price target of $315 for IBM Corp. (IBM) on expectations of strong EPS outlook fueled by its A.I. and quantum computing prospects. Marley Kayden notes the company's prior earnings report as strong overall but warns against some concerns in current macroeconomic conditions. Despite that, Marley says its latest developments surrounding IBM put it "back in the conversation."======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

[Season 6]Eps 6 | Podcast Motivasi"Dari Dapur ke Dompet – Usaha Kue di Tengah Tugas Kuliah!"Discover your potential with small steps to success ✨Hai P'Lovers!

Come to OUR FIRST EVER EXPERIENCE! https://brushfire.com/wholewomanco/utwwwco/603899__________________________________________________________________Give us feedback on your Wide Open experience so far here: https://docs.google.com/forms/d/e/1FAIpQLSfnasZey2g7HM7D9vvugUpTsYwPQBgYvx0Y7vLolCvjRmJHFg/viewform?pli=1__________________________________________________________________Members get Eps 2 Days early, vlogs, & exclusive STREAMS! Join today!https://www.youtube.com/channel/UCqzgGwRrOLH20OIc8bM_VAg/joinCOME SEE TIM DO COMEDY - Get Tickets Here https://linktr.ee/timross(Tim's Lip Balm) - GlowSkin Care - https://www.facebook.com/AllNaturalOrganicProductsMadeWithLove/

Českem rezonuje debata o dostupném bydlení a řešení je možná jednodušší, než se zdá. Místo dotací by stačilo škrtat - na „zbytečném luxusu“ i  mnohdy „zbytečných normách“. Kolik by stál 70metrový byt, pokud by se stavělo skutečně „dostupné a levné bydlení“, propočítal pro Inside Talks Petr Palička, šéf společnosti EP Real Estate, realitní divize holdingu EPH.„Nerad bych vše sváděl jen na normy, tak pojďme počítat. Když si vezmete byt v ne úplně top lokalitě na kraji města, může stát včetně DPH zhruba deset milionů. DPH zaplatí kupující, to jde státu, takže řekněme, že náklady na byt jsou zhruba 9,5 milionu korun. Z toho budou vlastní stavební náklady zhruba 5,5 milionu,“ vysvětluje Petr Palička a počítá dál.Inside Talks. Pořad, ve kterém Zuzana Hodková se stálým týmem expertů rozebírá zákulisí českého byznysu. Jakými tématy žije průmysl, potravinářství, reality, startu-upy, finance, energetika nebo automobilový průmysl?Insidery jsou Tomáš Kolář z Linetu, Petr Palička z realitní divize EP Real Estate, Petr Novák z divize automotive společnosti JTEKT, Tomáš Spurný z Monety Money Bank, Ondřej Fryc z Reflex Capital, Martin Durčák z ČEPS a Jan Romportl z Elin.aiNový díl každý pátek na SZ Byznys a ve všech podcastových aplikacích.Odebírejte na Podcasty.cz, Apple Podcasts nebo Spotify.

Come to OUR FIRST EVER EXPERIENCE! https://brushfire.com/wholewomanco/utwwwco/603899__________________________________________________________________Give us feedback on your Wide Open experience so far here: https://docs.google.com/forms/d/e/1FAIpQLSfnasZey2g7HM7D9vvugUpTsYwPQBgYvx0Y7vLolCvjRmJHFg/viewform?pli=1__________________________________________________________________Members get Eps 2 Days early, vlogs, & exclusive STREAMS! Join today!https://www.youtube.com/channel/UCqzgGwRrOLH20OIc8bM_VAg/joinCOME SEE TIM DO COMEDY - Get Tickets Here https://linktr.ee/timross(Tim's Lip Balm) - GlowSkin Care - https://www.facebook.com/AllNaturalOrganicProductsMadeWithLove/

Explore powerful, often-overlooked retirement tactics—like the Rule of 55 and the 62/70 Social Security strategy—and hear listener questions answered by Wes and Christa to help you build an effective, income-focused financial future.

This Saturday, BENN - a Taipei-based producer, DJ and founder of Over My Body dance label - is taking over our Select series with a one-hour mix of his recent productions and current favourites, blending Asian influences with sharp broken beats. The set features tunes like ‘Shiny Surgery' by Cortical and ‘Veil of Dusk' by Yes Reven. BENN has been igniting dancefloors across several continents with his symbolic, explosive energy and avant-garde club productions. Over the past few years, BENN released several EPs and participated in many compilations from different labels worldwide, each showcasing an evolution of his technique, from synesthesia's tribal futurism to the organic natural pulses of Entheos.

Come to OUR FIRST EVER EXPERIENCE! https://brushfire.com/wholewomanco/utwwwco/603899__________________________________________________________________Give us feedback on your Wide Open experience so far here: https://docs.google.com/forms/d/e/1FAIpQLSfnasZey2g7HM7D9vvugUpTsYwPQBgYvx0Y7vLolCvjRmJHFg/viewform?pli=1__________________________________________________________________Members get Eps 2 Days early, vlogs, & exclusive STREAMS! Join today!https://www.youtube.com/channel/UCqzgGwRrOLH20OIc8bM_VAg/joinCOME SEE TIM DO COMEDY - Get Tickets Here https://linktr.ee/timross(Tim's Lip Balm) - GlowSkin Care - https://www.facebook.com/AllNaturalOrganicProductsMadeWithLove/

Yours Truly, Johnny Dollar || The Cronin Matter, Eps. 1-5 || Broadcast: December 5-9, 195502:05 - Ep. 1 || 17:13 - Ep. 2 || 31:46 - Ep. 3 || 46:21 - Ep. 4 || 1:00:55 - Ep. 5Featuring: Bob Bailey, Virginia Gregg, Shirley Mitchell, Vivi Janiss, Barbara Fuller, Betty Rubin, John Dehner, Parley Baer: : : : :My other podcast channels include: DRAMA X THEATER -- SCI FI x HORROR -- COMEDY x FUNNY HA HA -- VARIETY X ARMED FORCES -- THE COMPLETE ORSON WELLESEnjoying my podcast? You can subscribe to receive new post notices. Also, if you have a moment, please give a 4-5 star rating and/or write a 1-2 sentence positive review on your preferred service -- that would help me a lot.Thank you for your support.https://otr.duane.media | Instagram @duane.otr@duaneOldTimeRadio #duaneOldTimeRadio#mysteryclassics #oldtimeradio #otr #mysteryradio #radioclassics #rodserling #agathachristie #thewhistler #mystery #suspense #oldtimeradioclassics #classicradio #crimeclassics #duaneotr:::: :

The big things you need to know:First, consensus expectations for 2026 are inching up for S&P 500 EPS in a broad based way, a positive data point for the stock market but a slight one.Second, net bulls on the AAII survey have moved up sharply, and formally entered a less robust forward return environment last week.Third, the seasonal playbook reminds us that in recent years June and July have tended to be strong for the S&P 500 but that the transition into fall has been tricky with declines often seen in the August – October time frame.

This week we're unlocking episode one from our deep dive into the making of each of albums. On the first episode we take it all the way back to 2011 — the GENESIS of TNSW if you will. Our ex-drummer, Luke, joins us to kick things off with our first three EPs. We discuss how we started the band, where the nipple tape came from, our approach to songwriting and live performance, and the DIY-to-the-death nature our early recordings.Watch videos of the pods and get weekly bonus episodes on our Patreon — it's only 5 bucks a month, but it's still 5 bucks!:https://patreon.com/whatagreatpunkJoin us all in the TNSW Discord community chat:https://tnsw.co/discordWatch our Comedy Central mockumentary series and TNSW Tonight! on YouTube:https://youtube.com/thesenewsouthwhalesTNSW on Spotify:https://open.spotify.com/artist/0srVTNI2U8J7vytCTprEk4?si=e9ibyNpiT2SDegTnJV_6Qg&dl_branch=1TNSW: @thesenewsouthwhalessJamie: @mossylovesyouTodd: @mrtoddandrewshttps://patreon.com/whatagreatpunkhttps://thesenewsouthwhales.comShout-outs to the Honorary Punks of the Pod:Harry WalkomHugh FlassmanZac Arden BrimsClaireJimi KendallLachy TanDerrotonin69Adjoa SamMatt Sanders

1:14 00878、00919兩檔大型高股息ETF換股是主角 4:10 換股時間公開說明書有載明，今年5/22、5/29開啟 7:30 現股、借券賣出、個股期貨，吃豆腐的所有籌碼操作! 11:50 先拉後殺， 6/6為今年高股息ETF換股過半分界點 13:49 個股舉例與數據: 2454聯發科 17:50 個股舉例與數據: 2882國泰金、 22:59 非大型股空方操作工具缺乏，舉例:6670復盛應用 25:45 無論有意/無意，參與在換股行情中的操作思維 28:00 權值股正在被換股，指數也有先拉後殺外溢效益 31:55 5月營收逐步開出，法人更新報告與EPS下修將陸續發出 37:30 6月第二週展望與總結 40:06 結尾補充一下「川馬吵架」的肥皂劇 相關文章與圖表連結: https://www.big-econ.com/index.php?sec=article&ID=3969 -- Hosting provided by SoundOn

Come to OUR FIRST EVER EXPERIENCE! https://brushfire.com/wholewomanco/utwwwco/603899Dr. Jenna Mountain's practice can be found here: https://www.aspenhausassociates.com/__________________________________________________________________Give us feedback on your Wide Open experience so far here: https://docs.google.com/forms/d/e/1FAIpQLSfnasZey2g7HM7D9vvugUpTsYwPQBgYvx0Y7vLolCvjRmJHFg/viewform?pli=1__________________________________________________________________Members get Eps 2 Days early, vlogs, & exclusive STREAMS! Join today!https://www.youtube.com/channel/UCqzgGwRrOLH20OIc8bM_VAg/joinCOME SEE TIM DO COMEDY - Get Tickets Here https://linktr.ee/timross(Tim's Lip Balm) - GlowSkin Care - https://www.facebook.com/AllNaturalOrganicProductsMadeWithLove/

Morgan Stanley's midyear outlook defied the conventional view in a number of ways. Our analysts Serena Tang and Vishy Tirupattur push back on the pushback to their conclusions, explaining the thought process behind their research. Read more insights from Morgan Stanley.----- Transcript -----Serena Tang: Welcome to Thoughts on the Market. I'm Serena Tang, Morgan Stanley's Chief Cross-Asset StrategistVishy Tirupattur: And I'm Vishy Tirupattur, Morgan Stanley's Chief Fixed Income Strategist.Serena Tang: Today's topic, pushback to our outlook.It's Friday, June 6th at 10am in New York.Morgan Stanley Research published our mid-year outlook about two weeks ago, a collaborative effort across the department, bringing together our economist views with our strategist high conviction ideas. Right now, we're recommending investors to be overweight in U.S. equities, overweight in core fixed income like U.S. treasuries, like U.S. IG corporate credit. But some of our views are out of consensus.So, I want to talk to you, Vishy, about pushback that you've been getting and how we pushback on the pushback.Vishy Tirupattur: Right. So, the biggest pushback I've gotten is a bit of a dissonance between our economics narrative and our markets narrative. Our economics narrative, as you know, calls for a significant weakening of economic growth. From about – for the U.S. – 2.5 percent growth in 2024 goes into 1 percent in 2025 and in 2026. And Fed doesn't cut rates in 2025, and cuts seven times in 2026.And if you look at a somewhat uninspiring outlook for the U.S. economy from our economists – reconciling an uninspiring economic outlook on the U.S. economy with the constructive view we have on U.S. assets, equities, credit, treasuries – that's been a source of contention. So, reconciling an uninspiring outlook on the U.S. economy with a constructive view on risk assets, as well as risk-free assets in the U.S. economy – so, equities, credit, as well as government bonds – has been a somewhat contentious issue.So how do we reconcile this? So, my pushback to the pushback is the following; that they are different plot lines across different asset classes. So, our economists have slowing of the economy – but not an outright recession. Our economists don't have rate cuts in 2025 but have seven rate cuts in 2026.So, if you look at the total number of rate cuts that are being priced in by the markets today, roughly about two rate cuts in [20]25, and about between two and three rate cuts in 2026, we expect greater policy easing than what's currently priced in the markets. So that makes sense for our constructive view on interest rates, and in government bonds and in duration that makes sense.From a credit point of view, we enter this point with a much better credit fundamentals in leverage and coverage terms. We have the emergence of a total yield-based buyer base, which we think will be largely intact at our expectations, and you layer on top of that – the idea that growth slows but doesn't fall into recession is also constructive for higher quality credit. So that explains our credit view.From an equities view, the drawdowns that we experienced in April, our equity strategists think marks the worst outcomes from a policy point of view that we could have had. That has already happened. So looking forward, they look for EPS growth over the course of the next 12 months. They look for benefits of deregulation to kick in. So, along with that seven rate cuts, get them to be comfortable in being constructive about their views on equities. So all of that ties together.Serena Tang: And I think what you mentioned around macro not being the markets is important here. Because when we did some analysis on historical periods where you had low growth and low inflation, actually in that kind of a scenario equities did fine. And corporate credit did fine. But also, in an environment where you have rather unencouraging growth, that tends to map onto a slightly risk-off scenario. And historically that's also a kind of backdrop where you see the dollar strengthen.This time out, we have a very out of consensus view; not that the dollar will weaken, that seems quite consensus. But the degree of magnitude of dollar weakening. Where have you been getting the most pushback on our expectations for the dollar to depreciate by around 9 percent from here?Vishy Tirupattur: So, the dollar weakness in itself is not out of consensus, largely driven by narrowing of free differentials; growth differentials. I think some of the difference between the extent of weakness that we are projecting comes from the assessment on the policy and certainty. So, the policy uncertainty adds a greater degree of risk premia for taking on U.S. assets.So, in our forecast, we take into account not only the differentials in rates and growth, but also in the policy uncertainty and the risk premia that the investors would demand in the face of that kind of policy uncertainty. And that really explains why we are probably more negative on the outcome for U.S. dollar than perhaps our competition.Serena Tang: The risk premium part, I think bring us to one of the biggest debates we've been having with investors over, not just the last few weeks, but over the last few months. And that is on U.S. exceptionalism. Now clearly, we have a view that U.S. assets can outperform over the next six to 12 months, but why aren't we factoring in higher risk premium for holding any kind of U.S. assets? Why should U.S. assets still do well?Vishy Tirupattur: So, as I said earlier, we are calling for the economy to slow without tipping into recession. We are also calling for greater amount of policy easing than what is currently priced in the markets. Both those factors are constructive.So, I think we also should keep in mind the sheer size of the U.S. markets. The U.S. government bond markets, for example, are 10 times the size of comparably rated European bond markets, government bond markets put together. The U.S. equity markets is four-five times the size of the European equity markets. Same thing for investment grade corporate credit bonds. The market is many, many times larger.So, the sheer size of the U.S. assets makes it very difficult for a globally diversified portfolio to substantially under-allocate to U.S. assets. So, what we are suggesting, therefore, is that allocate to U.S. assets, where there are all these opportunities we described. But if you are not a U.S. investor, hedge the currency risk. Not hedging currency risk had worked in the past, but we are now saying hedge your currency risk.Serena Tang: And the market size and liquidity point is interesting. I think after the outlook was published, we had a lot of questions on this. And I think it's underappreciated, how about, sort of, 60 percent of liquid, high quality fixed income paper is actually denominated in U.S. dollars. So, at the end of the day, or at least over the next six to 12 months, it does seem like there is no alternative.Now Vishy, we've talked a lot about where we are getting pushback. I think that one part of the outlook where – very little discussed because very highly consensus – is credit. And the consensus is credit is boring. So how do you see corporate credit, and maybe securitized credit, fit into the wider allocation views on fixed income?Vishy Tirupattur: Boring is good for a fixed income investor perspective, Serena. Our expectation of rate cuts, slowing growth but not going tipping into recession, and our idea that these spreads are really not going very far from where they are now, gets us to a total return of about over 10 percent for investment related corporate credit.And that actually is a pretty good outcome for credit investors. For fixed income investors in general that calls for continued allocations to high quality credit, in corporate credit as well as in securitized credit.Serena Tang: So just to sum up, Morgan Stanley Research has very differentiated view this time around on how many times the Fed can cut, which is a lot more than what markets are pricing in at the moment, how much yields can fall, and also how much weakening in the U.S. dollar that we can get. We are recommending investors to be overweight U.S. equities and overweight U.S. core fixed income like U.S. treasuries and like U.S. IG corporate credits. And as much as we're not arguing [that] U.S. exceptionalism can continue on forever, over the next six to 12 months, we are constructive on U.S. assets.That is not to say policy uncertainty won't still create bouts of volatility over the next 12 months. But it does mean that during those scenarios, you want to sell U.S. dollars rather than U.S. assets.Vishy, thank you so much for taking the time to talk.Vishy Tirupattur: Great speaking with you, Serena.Serena Tang: And for those tuned in, thanks for listening. If you enjoy Thoughts on the Market, please leave us a review wherever you listen and share the podcast with a friend or colleague today.

Come to OUR FIRST EVER EXPERIENCE! https://brushfire.com/wholewomanco/utwwwco/603899__________________________________________________________________Give us feedback on your Wide Open experience so far here: https://docs.google.com/forms/d/e/1FAIpQLSfnasZey2g7HM7D9vvugUpTsYwPQBgYvx0Y7vLolCvjRmJHFg/viewform?pli=1__________________________________________________________________Members get Eps 2 Days early, vlogs, & exclusive STREAMS! Join today!https://www.youtube.com/channel/UCqzgGwRrOLH20OIc8bM_VAg/joinCOME SEE TIM DO COMEDY - Get Tickets Here https://linktr.ee/timross(Tim's Lip Balm) - GlowSkin Care - https://www.facebook.com/AllNaturalOrganicProductsMadeWithLove/

Whilst hundreds of soulless producers jam my FYP on TikTok it was not difficult to pick up a unique and talented artist. The words and sound of uramakiuramaki stroke a chord with me and a few messages later he agreed to do an interview for the podcast. Johny Walker listens with attention. Long live the underground.After stepping away from established, commercially successful projects that had earned him placements with major labels like Sony and Columbia, A. Coronato distanced himself from the mainstream scene, driven by a visceral need for experimentation. Since January 2023, he has been releasing a wide variety of tracks under the pseudonym “uramakiuramaki.”Determined to rediscover the true reasons why he has been making music for over 15 years, uramakiuramaki has deliberately isolated himself from everything the modern music industry represents, choosing a solitary path with no ambition other than to remain curious every day.Following the modest yet meaningful success of his debut single "Going Under (340)" and his first EP "Yoshimitsu", Antonio has consistently released tracks that span a wide range of genres, including Breakbeat, Jungle, and Techno. This eclectic approach makes his style alternative and unpredictable, free from the genre constraints that often limit artists.For uramakiuramaki, writing music is a form of therapy rather than a means to achieve fame or recognition.After releasing two more EPs in the first half of 2024 ("Club Nostalgia" and "yūrei"), Antonio has begun to attract attention from the underground electronic music scene, thanks to his unconventional style. In 2025, he released his debut album Otaku Generation, which continues to draw attention within the underground scene—particularly among the emerging wave of breakcore enthusiasts.Thanks for reading FreaKBeatS EDM podcast Newsletter! Subscribe for free to receive new posts and support my work.Do you confuse #house with #techno, #trance, #techhouse, #dubstep, #dnb and #progressivehouse? We've got you covered.A talking podcast about EDM with an attitude and opinion! You like electronic dance music and don't know what's lit or douce? We've got you covered. We are bringing, news, reviews, and gossip directly to your ears. Come and say Hi ! Or even better subscribe to our podcast now.⁠⁠⁠⁠⁠⁠⁠Listen to our podcast⁠⁠⁠⁠⁠⁠⁠ on all major platforms | ⁠⁠⁠⁠⁠⁠⁠Watch our videos and streams ⁠⁠⁠⁠⁠⁠⁠on Odysee | ⁠⁠⁠⁠⁠⁠⁠Follow our Tweets⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠Listen to our playlists⁠⁠⁠⁠⁠⁠⁠ on Deezer | Continue the discussion on⁠⁠⁠⁠⁠⁠⁠ Substack⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠Wordpress⁠⁠ This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit freakbeatsedm.substack.com

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Pete Francis founding member of Dispatch returns to Zig At The Gig. Tickets for June 13th. Pete Francis Tickets for June 13th Winchester Lakewood OH   Long Legged Fly C-Level and Pete Francis Pre- Save Link https://distrokid.com/hyperfollow/clevel/long-legged-fly-feat-pete-francis Pete Francis Heimbold grew up in Riverside, Connecticut, taking early influence from the reggae music of Bob Marley along with classic songwriters like Van Morrison and Joni Mitchell. While attending Middlebury College in Vermont, he connected with fellow musicians Chad Urmston and Brad Corrigan. The trio formed Dispatch, a rangy roots-inspired indie band who became a fixture of the East Coast club, festival, and jam circuits. Between 1996 and their 2002 hiatus, Dispatch released four studio albums and a live record, building a sizable audience through heavy touring and grassroots promotion. Francis stepped out in 2001 to make his solo debut with So They Say, an album that bore some resemblance to his work in Dispatch and contained several songs they had played live together. When the group officially announced their hiatus, he kicked into gear, issuing a prolific string of albums through his Dragon Crest imprint. In addition to solo releases like 2003's Untold and 2008's Iron Sea and the Cavalry, he also teamed up with Craig Dreyer for the 2006 joint album Everything is One. Meanwhile, Dispatch continued to gain new followers despite their hiatus and in 2007, they reunited for a charity concert at New York's Madison Square Garden. After a surprise sellout, two more dates were added, both of which also sold out. Francis then teamed up with fellow New Englanders Barefoot Truth for a 2009 EP, then issued his fifth solo album, The Movie We Are In, in 2010.  In 2011, Dispatch officially reformed and resumed touring and recording. Although the band occupied much of his focus, Francis continued to record on his own, releasing 2013's Immodal Implozego and a 2015 compilation, Dragon Crest Collective, Vol. 1. In 2019, after three more studio albums with Dispatch, Francis left his longtime group and resumed his solo career in earnest. For a few years he focused on singles and EPs like Humble Down and Sun Fuzz, both of which were released in 2021. He also built his own home studio and began self-producing his music. With its vibrant electronic sounds and drum loops, 2023's PTRN SKY! marked a tonal shift for Francis and was his first home-recorded album. The following April he explored his reggae influences on the sunny EP Neon Light Blind.

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Derek Moore explains how what sometimes seems obvious isn't what happens as we can see with inflation numbers that continue to move lower despite consumer sentiment surveys expecting 6.6% inflation in the next year. Plus, NVDA had its earnings and the stock' forward PE is lower due to the next 12-month analyst estimates being near all-time highs. Plus, sell in May would have been a mistake as markets recovered and are now back to within several percent of all-time highs.    PCE Inflation vs CPI Inflation NVDA forward PE ratio and earnings EPS estimates Calendar Spreads vs Diagonal spreads explained Inflation continues to be lower  University of Michigan consumer sentiment survey says 1-year inflation 6.6% Atlanta FED GDP Now EconPi        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     

En este episodio de La Ruleta Rusa hemos escuchado y comentado los discos:ÁLBUM DESTACADO. Montresor. Autopoiesis (2024).Land Of Talk. The EPs (2024).Living Colour. Time's Up (1990)Novalis, Banished Bridge (1973).Hedvig Mollestad Trio. Bees in the Bonnett (2025).Soundgarden. Echo of Miles: Scattered Tracks Across the Path (2014).Johnny Winter. First Winter (1969).

On today's episode, I talk to Constance Keane, Jamie Hyland and Sean Nolan of the band Dublin and London-based band M(h)aol. Formed in 2014, the band released a few EPs and singles in their early days, but it wasn't until 2023 that they released their first, full-length album Attachment Styles. A mere two years later, they've put out their second album Something Soft on Merge Records, and it's a delight! This is the website for Beginnings, subscribe on Apple Podcasts, follow me on Twitter. Check out my free philosophy Substack where I write essays every couple months here and my old casiopop band's lost album here! And the comedy podcast I do with my wife Naomi Couples Therapy can be found here! Theme song by the fantastic Savoir Adore! Second theme by the brilliant Mike Pace! Closing theme by the delightful Gregory Brothers! Podcast art by the inimitable Beano Gee!  

In this episode, we detail the oral microbiome and its relationship with the intestinal microbiome, detailing the oral-gut microbiota axis. We discuss the stepwise development of oral biofilm, the transition from plaque to dental calculus, and potential systemic impacts of oral dysbiosis, while highlighting intestinal health and focusing on Fusobacterium nucleatum. We then detail possible symptoms of oral dysbiosis as well as testing modalities. Topics:1. Overview of the Oral Microbiome and the Oral-Gut Axis - The oral cavity and the gut: microbially dense sites. - These regions are anatomically distinct but connected and capable of influencing each other. - The oral microbiome: bacterial species, fungi, viruses, archaea, protozoa. - Microbial distribution is influenced by the topography and chemistry of various oral surfaces. 2. Oral Cavity Anatomy and Microenvironments - The oral cavity is divided into the vestibule and oral cavity proper. - Lined by oral mucosa, which varies in structure. - These anatomical variations create unique ecological niches that support different microbial populations. 3. Tooth Structure and Relevance to Microbial Colonization - Teeth are embedded in the alveolar processes of the maxilla and mandible. - Tooth structure. - Long-term microbial colonization and biofilm development. 4. Biofilm / Dental Plaque Development - Biofilm begins with the formation of the acquired pellicle.- Pioneer species secreting extracellular polymeric substances (EPS).- Secondary colonizers coaggregate.- Coaggregation is species-specific.- Example.- Aerobes can lower local oxygen levels, creating micro anaerobic niches that support obligate anaerobes. 5. Maturation of the Biofilm  - Biofilm composition shifting to anaerobic, proteolytic species such as P. gingivalis. - F. nucleatum: a bridge species. 6. Mineralization and Formation of Dental Calculus - Mineralization, calcium and phosphate deposition. - Dental calculus. - Can promote further accumulation and worsen inflammation. 7. Oral Dysbiosis  - An imbalance in the oral microbial community. - Potential signs and symptoms. - Halitosis, swollen or bleeding gums, tooth sensitivity, new cavities, dry mouth or altered taste, recurrent infections, coated tongue, plaque buildup near the gumline. 8. Oral-Gut Axis and Systemic Implications - Physical, chemical, biochemical, and immunological barriers aid in preventing oral bacteria from colonizing the gut. - Oral bacteria can potentially impact intestinal health. -  F. nucleatum and IBD. 9. Oral Microbiome Testing10. Multi-Factorial Get Chloe's Book Today! "⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠75 Gut-Healing Strategies & Biohacks⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠" Follow Chloe on Instagram ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@synthesisofwellness⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠synthesisofwellness.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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Send us a textDive into the complexities of Maine's legislative session with our latest podcast episode! This episode we break down key bills, budget battles, and the implications of citizens' vetoes. Join Rebecca, Kate, Rebecca & Amanda  for an insightful discussion on what has been happening this session of municipal interest, what you should pay attention to and maybe what you should contact your Legislator about! Topics include the state of the budget situation, General Assistance bills (GA), school funding and the EPS formula and housing. 

El Ministerio de Salud y Protección Social expidió una circular 019 del 23 de mayo donde ordena a las EPS, IPS y proveedores de tecnologías en salud eliminar los trámites de autorización para el acceso a ciertos servicios médicos fundamentales.See omnystudio.com/listener for privacy information.

I started a King of the Hill podcast with my favorite podcaster, Rob Couch, and I'm sharing our first episode with you! There are two more episodes up right now, find us over at https://www.yeppodcast.com/ Doing Yep has been a lot of fun and I'm super proud of how it's turning out! If you like King of the Hill—or if you've been meaning to start watching it—I hope you give this dang old podcast a chance, man. Yep. ----more---- In the first ever episode of King of the Hill, Bobby gets a black eye and Hank yells at the Mega-Lo-Mart, so a social worker comes around thinking Hank beats his boy. Boomhauer rambles about dang old something, man. Dale's son looks like he might be someone else's son. Luanne's a better truck mechanic than the guys. And Bobby ain't right…but Hank loves him, anyway. Here on Yep, we talk about how it all started in January 1997, back when Ronnie's favorite band, The Smashing Pumpkins, had just followed a double album with a box set of 5 EPs, Rob thought Arlen might have been a real town, and Mike Judge and Greg Daniels created one of the best shows of all time.

There's a lot to digest in Nvidia's (NVDA) earnings. The company missed on EPS and data center revenue, though CEO Jensen Huang notes the company's Blackwell is now in full production. Price action gyrated after hours as investors weighed where they see the company moving down the A.I. runway it created. Alex Coffey, Kevin Green and George Tsilis take an in-depth look into the report immediately following its release.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Fairly muted trading action on Wall Street ended with a last-minute sell-off, sending stocks sliding into the red. However, Nvidia (NVDA) offered a bright spot with its postmarket rally despite missing on EPS and data center revenue. Salesforce (CRM) served as a bright spot in A.I. software, while SentinelOne (S) did not meet investor expectations. Alex Coffey carries investors through the biggest after-hour earnings.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

En este episodio cubrimos los eventos más importantes antes de la apertura del mercado: • Wall Street se mantiene estable antes del reporte clave de Nvidia: Futuros con leves movimientos: $SPX +0.1%, $US100 +0.1%, $INDU plano. El rendimiento del bono a 10 años sube a 4.47%, mientras el de 2 años baja a 3.97%. Ayer, el mercado celebró el retraso de aranceles de Trump y un sólido dato de confianza del consumidor (87.1). Hoy el foco está en las minutas del FOMC, el índice manufacturero de Richmond (-9 esperado) y las ganancias de $NVDA. • Nvidia reporta hoy en el evento más esperado de la temporada: $NVDA publicará sus resultados tras el cierre. Aunque se anticipa un nuevo beat en ingresos y EPS, el enfoque estará en márgenes, guía y exposición a China. La empresa prevé una provisión de $5.5B por restricciones a los chips H20. Al alza, destacan sus nuevos acuerdos en Medio Oriente. Las opciones descuentan un movimiento de ±7%. Cotiza en $135, plano en 2025. • GameStop apuesta por Bitcoin como reserva de tesorería: $GME sube +3.8% premarket tras comprar 4,710 BTC (~$513M). La compañía ahora incluye Bitcoin en su balance, siguiendo los pasos de $MSTR, $TSLA y $CLSK. Al cierre del Q1 tenía $4.76B en efectivo. La acción cotiza en $36.22 con un short interest de 10.9%. • Robinhood lanza plataforma Legend en Reino Unido: $HOOD presentó “Robinhood Legend”, su plataforma avanzada de trading para usuarios británicos activos. Incluye gráficos técnicos, datos en tiempo real y herramientas personalizables. Llega tras introducir opciones y como antesala al lanzamiento de cuentas ISA sin comisión. Busca captar parte del mercado desktop del Reino Unido (11 millones de traders activos). Una jornada de expectativa tecnológica y apuestas por nuevas clases de activos. ¡No te lo pierdas!

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In this Patreon exclusive series, we're deep diving into the making of each of albums. On the first episode we take it all the way back to 2011 — the GENESIS of TNSW if you will. Our ex-drummer, Luke, joins us to kick things off with our first three EPs. We discuss how we started the band, where the nipple tape came from, our approach to songwriting and live performance, and the DIY-to-the-death nature our early recordings. Hope you enjoy.Issy Beech on main pod this week.To hear the whole episode or watch the video, sign up to our Patreon at: https://patreon.com/whatagreatpunkWatch videos of the pods and get weekly bonus episodes on our Patreon — it's only 5 bucks a month, but it's still 5 bucks!:https://patreon.com/whatagreatpunkJoin us all in the TNSW Discord community chat:https://tnsw.co/discordWatch our Comedy Central mockumentary series and TNSW Tonight! on YouTube:https://youtube.com/thesenewsouthwhalesTNSW on Spotify:https://open.spotify.com/artist/0srVTNI2U8J7vytCTprEk4?si=e9ibyNpiT2SDegTnJV_6Qg&dl_branch=1TNSW: @thesenewsouthwhalessJamie: @mossylovesyouTodd: @mrtoddandrewshttps://patreon.com/whatagreatpunkhttps://thesenewsouthwhales.comShout-outs to the Honorary Punks of the Pod:Harry WalkomHugh FlassmanZac Arden BrimsClaireJimi KendallLachy TanDerrotonin69Adjoa SamMatt Sanders

Joining my is Daniel Alvarez of New York-based indie rock band TOLEDO to talk about this Knicks/Pacers series, discovering basketball, why he's done with writing EPs, and some of his New York music favorites. Plus, we try something new and puill an NBA Tarot Card reading, along with Dan building his very own Build-a-Band. ---- Brand new The JR Smiths "Meat is Murder" t-shirt is out. Get em at the fully revamped http://www.indiebasketball.com Support Indie Basketball and help make more Half Court Sessions happen while getting exclusives such as monthly playlists, merch discounts, and exclusive HCS songs: http://www.patreon.com/indiebasketball Watch the new Half Court Sessions with Lunar Ash at: https://www.youtube.com/@indiebasketball Join the conversation on Discord: https://discord.gg/HJaDNwxSbe Instagram | YouTube | TikTok | Bluesky Theme music courtesy of Empty Heaven. Outro courtesy of Mother Evergreen.  

"Neo-Hippie-Pop aus Leipzig" – so beschreiben sich 2ersitz selbst sehr treffend. Was also können wir dem hinzufügen? Nun, dass das heutige Quartett seine Wurzeln in einem Liedermacher-Duo hat, das 2005 in Bad Harzburg an den Start ging, beispielsweise. 2013 erfolgte mit dem Umzug von Nieder- nach "nur noch" Sachsen auch die bis heute aktuelle Benennung. Seither haben Sänger/Gitarrist Johannes "Joke" Reinecke und Co. zwei Alben und diverse EPs und Singles veröffentlicht, die nicht nur das Einheimsen des Rio-Reiser- sowie des von der Udo-Lindenberg-Stiftung vergebenen Panik-Preises für besonders originelle deutschsprachige Texte, sondern auch eine gemeinsam mit Joss Stone gespielte Version ihres Songs "In guter Gesellschaft" zur Folge hatten. Die britische Neo-Soul-Sängerin war voll des Lobes, bezeichnete 2ersitz als eine "wundervolle und kreative Band", mit der sie sich, ganz dem Songtitel entsprechend, dann auch in "lovely company" fühlte. Derzeit werkeln 2ersitz an einem neuen Album, für das Joke Texte "zwischen heiler Welt, politischem Umbruch und emotionalem Aufruhr" verspricht, denen eine "überraschend vielseitige Klangwelt, die mal albern und lustig, mal sehr intim und persönlich oder auch einfach nur schnell, laut und fröhlich sein kann" als musikalisches Fundament dient. Bis zur Tour im November, bei der sie am 5.11. auch im Privatclub vorbeischauen, soll der Langspieler fertig sein; die ersten Singles gibt es schon. Um die Wartezeit zu verkürzen, und auch schon den ein oder anderen Live-Höreindruck zu kredenzen, besuchen 2ersitz uns heute Abend im studioeins.

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Global trade tensions have eased after a steadying in U.S. policy shifts, leading our CIO and Chief U.S. Equity Strategist Mike Wilson to make a more bullish case for the second half of 2025.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoughts on the Market. I'm Mike Wilson, Morgan Stanley's CIO and Chief U.S. Equity Strategist. Today on the podcast, I will discuss recent developments on tariffs and interest rates, and how it affects our 12 month view for U.S. Equities.It's Friday, May 23rd at 9am in New York.So, let's get after it.The reduction in the headline tariff rate on China from 145 percent to 30 percent extended the rally in stocks last week and should help to support both corporate and consumer confidence. More importantly, the 90-day détente came at a critical juncture, in my view, as a few more weeks of what was essentially a trade embargo would have likely led to a recession.Equity market volatility also subsided considerably amid the decline in trade policy uncertainty. In fact, both measures peaked well before the deal with China came together and are now back below where they were pre-Liberation Day. To me, this means trade headwinds have likely peaked in rate of change terms and are unlikely to return to such levels again. This would fit with the capitulatory price action we saw in early April with the average stock in the S&P 500 experiencing a 30 percent drawdown. In short, while the lagging hard data is likely to come in softer over the next coming months, the equity market already priced it in April. In the event of a recession that still arrives, we think the April lows will still hold, assuming it's a mild one with manageable risk to credit and funding markets.As further support for stocks, earnings revisions breadth appears to have bottomed. This indicator has leading properties in terms of the direction of earnings forecasts and is an important gauge of corporate confidence, in our view. The combination of upside momentum in revision breadth and last week's deal with China has placed the S&P 500 firmly back in our original pre-Liberation Day first half range of 5500-6100. Having said that, we think continued upward progress in earnings revisions breadth into positive territory will be necessary to break through 6100 in the near term, given the stickiness of 10-year Treasury yields.Amidst these developments, we released our mid -year outlook earlier this week and updated our base, bear and bull case targets for the S&P 500. In short, we effectively pushed out the timing of our original 6500 price target for the end of this year to 12 months from today. This is mainly due to a less dovish Fed and therefore higher 10-year Treasury yields than our economists and rates strategists expected at the end of last year. We also trimmed our EPS forecasts modestly to adjust for higher than expected tariff rates, at least for now.Looking ahead, we are more bullish today than we were at the end of last year given the growth negative policy announcements are now behind us and the Fed's next move is likely to be multiple cuts. In short, the rate of change on earnings revisions breadth, interest rates and policy changes from the administration are all now pointing in a positive direction, the opposite of six months ago and why I was not bullish on the first half of this year.The near-term risk for U.S. equities remains very overbought conditions and interest rates. With the Fed on hold due to lingering inflation concerns and Moody's downgrade of U.S. Treasury debt last Friday, 10-year Treasury yields are back above 4.5 percent; the level where the correlation between equities and rates tends to move back into negative territory. Ultimately, we think the Treasury and Fed have tools they can and will use to manage this risk. However, in the short term, this is a potential catalyst for the S&P 500 to take a break and even lead to a 5 percent correction. We would look to add equity risk into such a correction should it materialize given our bullish 6-12-month view.Thanks for tuning in. I hope you found it informative and useful. Let us know what you think by leaving us a review; and if you find Thoughts on the Market worthwhile, tell a friend or colleague to try it out!

EPISODE 131: Philadelphia native Tim Johnson Jr. has established himself as a dynamic singer, songwriter, producer, multi-instrumentalist, and actor. At just 10 years old, Johnson's talents led him and his family to Las Vegas, where he landed the coveted role of Young Simba in Disney's The Lion King. His acting career continued to flourish with roles in Everybody Still Hates Chris (Paramount), Saturdays (Disney), Ballers (HBO), Meet the Blacks 2, Fist Fight (Lionsgate), FBI (CBS), and critically acclaimed films such as We Were Meant To (Sundance 2023) and Pens and Pencils (2023 NAACP Image Award nominee). His commercial credits include major brands like Nike, Apple, Verizon, Baskin Robbins, and Sprite. In 2018, Johnson captivated audiences as a semi-finalist on FOX's The Four: Battle for Stardom, reaching millions worldwide. Since then, he has continued to carve his own path in the music industry, independently releasing singles, EPs, and two albums, all written and produced alongside his father. His signature blend of R&B, pop, and soul resonates deeply with his growing fan base, while his electrifying stage presence brings undeniable energy to every performance. instagram.com/cityboyjrContact us: makingsoundpodcast.comFollow on Instagram: @makingsoundpodcastFollow on Threads: @jannkloseJoin our Facebook GroupPlease support the show with a donation, thank you for listening!

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