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Mark Meldrum

12 recent indexed videos · 3,620 subscribers

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Fresh from Mark Meldrum

Showing 12 of 12 kept videos

Clip | 1 months ago

AI trade full speed ahead, earnings from AAPL, AXTI, AMZN, MFST, and META

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0:00 - 19:44 Economic data 19:45 - 33:11 Yields and rates 33:12 - 47:07 Real yields and OAS 47:08 - 56:49 Japanese yen 56:50 - 1:07:01 APPL earnings 1:07:02 - 1:19:14 AXTI earnings 1:19:15 - 1:27:17 AMZN earnings 1:27:18 - 1:36:49 MSFT earnings 1:36:50 - 1:50:38 META earnings 1:50:39 - 2:06:25 SPY and Earnings

PDF repository/July Live Sessions: https://7584408165302.gumroad.com/

Link to CFA subscription: https://www.markmeldrum.com Link to Applied Level Subscription: https://www.markmeldrum.com/subscriptions/

Every 2 weeks, I highlight a company in a new or emerging market segment, or a stock that is newsworthy. I develop an AI 40-prompt infographic for each highlighted company.

If you want this e-mailed to you the day before the Market Outlook is released, click here: https://drmarkmeldrum.substack.com/

Below are links to data sources I use or will use in the Market Outlook

Major Foreign holders of UST: https://ticdata.treasury.gov/resource-center/data-chart-center/tic/Documents/slt_table5.html

Realtor.com: https://www.realtor.com/research/november-2025-data/

Economic calendar: https://tradingeconomics.com/calendar

This Week in Earnings: https://lipperalpha.refinitiv.com/wp-content/uploads/2026/07/TRPR_82221_862.pdf

Money Market flows: https://www.ici.org/research/stats/mmf

Fed Balance Sheet: https://www.federalreserve.gov/monetarypolicy/bst_recenttrends.htm

SIFMA: https://www.sifma.org/resources/research/us-corporate-bonds-statistics/

Freddie Mortgage Rates: https://www.freddiemac.com/pmms

Treasury: https://home.treasury.gov/resource-center/data-chart-center/interest-rates/TextView?type=daily_treasury_yield_curve&field_tdr_date_value=2023

SOMA https://www.newyorkfed.org/markets/soma-holdings

EFFR https://www.newyorkfed.org/markets/reference-rates/effr

Reverse Repo https://www.newyorkfed.org/markets/desk-operations/reverse-repo

FedWatch Tool: https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html?redirect=/trading/interest-rates/countdown-to-fomc.html

STIR analytics https://www.cmegroup.com/tools-information/quikstrike/short-term-interest-rate-analytics.html

Forward Curves: https://www.chathamfinancial.com/technology/us-forward-curves

Recent video details

Indexed videos from Mark Meldrum

AI trade full speed ahead, earnings from AAPL, AXTI, AMZN, MFST, and META

Clip | 1 months ago

0:00 - 19:44 Economic data 19:45 - 33:11 Yields and rates 33:12 - 47:07 Real yields and OAS 47:08 - 56:49 Japanese yen 56:50 - 1:07:01 APPL earnings 1:07:02 - 1:19:14 AXTI earnings 1:19:15 - 1:27:17 AMZN earnings 1:27:18 - 1:36:49 MSFT earnings 1:36:50 - 1:...

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Hyperliquid intro, and Earnings Debrief for T, VZ, GOOG, and INTC

Clip | 1 months ago

0:00 - 13:20 Economic data 13:21 - 29:08 Yields and rates 29:09 - 36:37 Real yields and OAS 36:38 - 45:07 GT and VZ 45:08 - 1:01:13 GOOG 1:01:14 - 1:11:28 INTC 1:11:29 - 1:22:43 SPY and Earnings PDF repository/July Live Sessions: https://7584408165302.gumro...

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2026 Memory Supply Surge - Micron, Samsung & SK Hynix Investments

Short | 1 months ago

DDR and HBM memory demand is through the roof—and the supply crunch is driving massive capital expenditure. 📈 From Micron's multi-billion dollar expansion in New York to massive investments by Samsung and SK Hynix in South Korea, the race for capacity is o...

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2026 K 3 vs Claude is the New AI Subscription Worth It

Review | 1 months ago

Are AI companies deliberately gating their models to force upgrades, or is demand just breaking the servers? Let me know your thoughts in the comments! 🤖📉 #TechNews #ArtificialIntelligence #Investing

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2026 Stop Lending to the Government? 🏛️ vs 🏢

Guide | 1 months ago

Why lend your money to the government when you could get a better yield elsewhere? 💸 Do you agree that corporations are better stewards of capital than the government? Let me know your take in the comments! 👇 #investing #FinanceTips #Bonds

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2026 Bank Stocks CRUSHING It Incredible Performance!

Guide | 1 months ago

The banks just reported earnings and completely knocked it out of the park! 📈 Up over 18% year-to-date—rivalling small caps and outperforming both the S&P 500 and Nasdaq. Are you playing the bank rally (like KRE), or sticking to tech? #BankStocks #KRE #Sma...

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2026 Fed Rate Hike Election vs Independence Decision

Short | 1 months ago

The Fed is supposed to be independent, but does election pressure change their playbook? 📉 #FederalReserve #Economics #Midterms2026 InterestRates #MarketWatch #Economics #Investing

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2026 Is the Yield Curve Warning Us? 📉📈

Short | 1 months ago

Are we looking at a bear flattener or a bull steepener? Breaking down the latest yield curve movements as of July 17th. Plus, the latest outlook on potential Fed rate cuts given recent PCE and CPI data. #Finance #Investing #Economics

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(de)flation - EUV bottleneck still - Kimi K3 meh moment - and higher for markets!

Review | 1 months ago

0:00 - 17:28 Economic data 17:29 - 29:35 Yields and rates 29:36 - 38:25 Real yields and OAS 38:26 - 48:02 ASML and EUV 48:03 - 59:29 Factor Analysis 59:30 - 1:11:36 SPY and Earnings PDF repository/July Live Sessions: https://7584408165302.gumroad.com/ Link ...

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2026 DigitalOcean Repurchases $500M in Convertible Notes

Short | 1 months ago

When DigitalOcean ($DOCN) announced plans to repurchase up to $500 million of its 2030 convertible senior notes, it left a lot of casual investors scratching their heads. How do these complex corporate debt deals actually work? When tech companies issue con...

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2026 DigitalOcean's Share Repurchase Non Dilutive Explained!

Guide | 1 months ago

Why the Stock Market Overreacted to This Headline 📉🤔 Is the market panicking over old news? Taking a closer look at DigitalOcean ($DOCN), the recent massive reaction to the headlines makes zero sense when you look at the actual data. All of this informati...

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2026 US Debt Crisis Government Spending & Future Economic Woes

Short | 1 months ago

The Real Reason the US is Going Broke 🛑 Even if you completely remove interest payments, the US government is running a massive deficit. From millions of dollars per missile flying in the Middle East to the compounding costs of replenishing military stockp...

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