Josh Brown's best stocks in the market. An update on which name. >> Uh I want to talk about Netflix.I I wrote this up with uh with Sean Russo back in July, 87 days ago. The stock has basically been flat. It's done nothing.It sat out this entire AI mania. Um but I think that could be about to change. Company reports on October 21st.I am long the stock personally by the way. Um, you can see this thing has bounced off of its uh rising 200 day moving average. And I think the fact that it sat out actually works ...

市场对降息影响的预期 - 市场普遍预期美联储本月将降息25个基点 概率接近100%[2][5] - 降息预期因8月就业报告疲弱而强化 该数据低于市场预期[2] 降息对股市的潜在风险 - 降息可能推高本已高估的股价 加剧股市泡沫风险[5][6] - 当前AI狂热背景下实施宽松政策可能使风险特别显著[6] - 降息可能被解读为对经济的担忧 引发衰退恐慌并导致股市修正[8] 对降息必要性的质疑 - 就业市场疲弱迹象被评价为"轻微" 通胀预期可能已"固化"[7] - 缺乏明确证据支持当前降息必要性[7] - 过早降息可能损害美联储信誉并助长金融泡沫[7]