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Archives by Year:
Are Markets Sleepwalking Into Powell’s Presser Tomorrow?
Image Source: Pixabay Stocks are seeing positive signs such as semiconductors breaking out to new multi-year highs. But with Fed Chair Powell set to speak tomorrow after the Fed announcement, could bulls be walking into a trap?Video Length: 00:10:14More By This Author:Is The Next ‘Pain Trade’ Domino About To Fall? Stuck In The Middle With SPU […]
Bonds Becoming “Irresistible” To Big Buyers, Prices Headed Higher
Image Source: Pixabay Bond yields have weakened recently, making November the best month for global bonds since 2008 and for US bonds since 1985.Is this the start of a recovery in the bond market, which has been battered and bruised for the past 3 years running?Or, is this just a temporary reprieve?To find out, we have […]
Chasing Performance
“…sometimes I’ve believed as many as six impossible things before breakfast.” – The White Queen, Through the Looking Glass Should an asset manager rely on historical performance data to select managers? The efficacy of doing so depends on the answers to three questions: What fraction of the manager universe is truly gifted? How gifted are they? How […]
Increased Gold, Silver Volatility A Sign Of The Moves To Come
Image Source: Unsplash A week after seeing gold reach a new all-time high above the $2,100 per ounce mark, the price has come back in and is hovering right around the $2,000 level as of Tuesday morning.Yet one of the things that stands out about the trading we’ve seen in recent weeks is the magnitude of […]
The Only Thing You Need To Know About The Economy
Image source: Pixabay Diane Swonk, Chief U.S. Economist at KPMG, explains empathy’s role in measuring the health of the economy. She helps break down how America’s labor structure affects its citizens, the economy’s impact on the consumer, and what went into Jerome Powell’s decision to aggressively hike rates.Video Length: 00:40:52More By This Author:Tired Of The Vibecession […]
Is ChatGPT Getting Lazy?
Image created using DALL·E 3 with this prompt: An embodiment of ChatGPT getting lazy or lethargic due to cold weather and seasonal depression. Recent observations suggest ChatGPT-4 may be getting lazy. This trend was first noticed in late November when users began reporting that the model started providing simplified responses or avoiding certain tasks altogether. […]
U.S. Inflation Progress Stalls On Sticky Services
U.S. headline inflation edged marginally lower to 3.1% year-on-year while core inflation remained at 4% as residual pricing power in the services sector lingers. Nonetheless, we still expect inflation to break down into the 2-2.5% region through the first half of 2024.Image Source: Pixabay Inflation pressures linger in key areas U.S. consumer price inflation rose 0.1% month-on-month […]
Here’s What Wall St. Experts Are Saying About Adobe Ahead Of Earnings
Image Source: Unsplash Adobe (ADBE) is expected to report results on its fiscal fourth quarter on Wednesday, December 13, with a conference call scheduled for 5:00 pm EDT. What to watch for: EXPECTING STRONG Q4: On Tuesday, Citi raised its price target on Adobe to $675 from $610, while keeping a Neutral rating on the shares. The firm is expecting […]
Macro: CPI – Coming Down Very Slowly
Headline CPI came in at 3.12% in November, which is .11% lower than in October. From September to October the headline dropped .46%. For the year, we’ve averaged a monthly drop of .29%. So the pace of disinflation is slowing.Additionally, YOY changes in prices are still higher than June, so we’ve made no progress in […]
These 9 Micro/Small Cap AI Stocks Continue In Bubble Mode
Photo by Steve Johnson on Unsplash 9 micro/small cap ($50M to $2B) AI & related stocks are still very much in bubble mode having advanced by more than 14.8%, on average, last week. To put things in perspective, the 91 constituent AIQ Global X Artificial Intelligence & Technology ETF was only up 0.5% last week and the 35 […]
