VRA Midday Stock Market Commentary - July 26, 2022

Here’s today's VRA VidCast:

- The most important week of the summer. $8 trillion in mega-tech earnings, Fed rate hike/presser and Q2 GDP.

- Q2 earnings are beating estimates (top and bottom line).

- NO recession. I agree with Team Biden (first time) on definition.

- Be greedy when others are fearful. And fund managers are “really” fearful.

- Fund flows into equities from short covering, buybacks and underinvested money managers should keep stocks rising.

- Analytics and sentiment flashing “buy”, into midterms and year end.