Join us for a deep dive into market trends with special guest Jeff Macke. We explore China's market breakout, retail trends heading into the holiday season, and the surprising comeback of nuclear energy driven by AI. Plus, insights on consumer discretionary stocks, the "degenerate economy" index, and more. Key topics include:

• China's market resurgence and its implications for global markets

• Retail trends and holiday season outlook, featuring Dave & Buster's as a potential winner

• The unexpected revival of nuclear energy due to AI's massive power demands

• Consumer discretionary sector rotation and its significance in the current bull market

• The "degenerate economy" index and its components

• Overlooked industrial stocks making new highs

• Market breadth and global market trends

Recorded live on Tuesday, October 1st

Charts: https://docs.google.com/presentation/d/11-zgjXf-kBSI0fFnbd5iHD-sadf6HMwLgBDhMjTeKuQ/edit#slide=id.g27fac37c9b6_0_1

Skip Ahead:

(00:00) Introduction and market overview

(00:33) Special guest: Jeff Mackey

(03:06) Discussion on China

(16:55) Retail market insights

(17:31) Dave and Buster's analysis

(28:36) Home Depot and holiday sales

(32:21) Supply chain disruptions and retail impact

(34:54) AI and the nuclear power revolution

(35:58) Energy demands and utility industry shifts

(39:57) Market trends and sector rotations

(48:08) Global market performance and divergences

(54:04) Emerging industrial stocks

(58:06) Degenerate economy and investment strategies

Where To Find Howard and Friends:

• Howard - https://stocktwits.com/howardlindzon

• JC - https://stocktwits.com/allstarcharts

• Phil - https://stocktwits.com/ppearlman

• Michael Parekh - https://stocktwits.com/MParekh

• Jeff Macke - https://x.com/JeffMacke

• Riley - https://stocktwits.com/coloradoriley

• Production and Marketing - https://penname.co/

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