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Economic And Business Impacts Of FTC’s Noncompete Ban

Economic And Business Impacts Of FTC’s Noncompete Ban

Photo by energepic.com The Federal Trade Commission has banned noncompete clauses in employment contracts. The rule—not a law—is being challenged in federal courts. The economic impacts will not be huge, but they will slow innovation in the economy as businesses seek alternative ways to protect their trade secrets.Initial controversy surrounds wage rates. The FTC claims that noncompetes […]
Technical Market Report – Saturday, April 27

Technical Market Report – Saturday, April 27

The good news is: Breadth improved along with prices last week.  The Negatives The first chart covers the last 6 months showing the Nasdaq composite (OTC) in blue and a 10% trend (19 day EMA) of Nasdaq new highs (OTC NH) in green.  Dashed vertical lines have been drawn on the 1st trading day of each […]
Stagflation Fears? March NBER Business Cycle Indicators And Instantaneous Inflation

Stagflation Fears? March NBER Business Cycle Indicators And Instantaneous Inflation

Stagflation is a term that is invoked in a CNN article today. I think of stagflation as weak growth combined with high inflation. A little context:As noted here, advance estimate for q/q GDP growth is 1.6%, below 3.4 consensus. But as discussed here, GDP+ is at 2.6%, and final sales to private domestic purchasers is running 3.0%. In […]
Mind The Gap

Mind The Gap

A week ago Friday, it looked like the world was ending. Right now, people are convinced everything is going to be peachy until the end of time. All the worries are gone, so markets have roared higher.My view is that the retracement I was hoping for has fully transpired, and as just one example, the […]
All Of The Grants Given By The U.S. CHIPS Act 
                    
All of the Grants Given by the U.S. CHIPS Act
Data and Company Highlights

All Of The Grants Given By The U.S. CHIPS Act All of the Grants Given by the U.S. CHIPS Act Data and Company Highlights

All of the Grants Given by the U.S. CHIPS ActThis visualization shows which companies are receiving grants from the U.S. CHIPS Act, as of April 25, 2024. The CHIPS Act is a federal statute signed into law by President Joe Biden that authorizes $280 billion in new funding to boost domestic research and manufacturing of semiconductors.The grant amounts […]
Financial Assets And Inflation 
                    
Inflation-Linked Bonds
Commodities
Gold
Bonds
Equities
Concluding Remarks

Financial Assets And Inflation Inflation-Linked Bonds Commodities Gold Bonds Equities Concluding Remarks

The beauty of the Cantillon Effect is that it gives a simple relationship between inflation and financial asset markets. Allegedly, people who somehow get “new money” first rush out and buy financial assets, driving up their price. This then leaks out into consumer prices. The problem with simple rules related to financial asset prices is: why are […]
Add Economic Moats To Your Stock Analysis 
                    
Protection offered by economic moats

Add Economic Moats To Your Stock Analysis Protection offered by economic moats

Photo by Jack B on Unsplash Adding economic moats to your stock analysis can help you to develop and be confident in your investment thesis, i.e., why a stock is a good pick for your portfolio. A company’s economic moat can also shed light on loser stocks you have and don’t know what to do with.A moat is […]
Microsoft Adds AI-Powered Capabilities To Predict Emissions Impact Of Actions To Sustainability Platform

Microsoft Adds AI-Powered Capabilities To Predict Emissions Impact Of Actions To Sustainability Platform

Photo by ANGELA BENITO on Unsplash Microsoft announced the addition of a series of new capabilities and features to its sustainability solution, Microsoft Sustainability Manager, including tools to enable users to determine the emissions impact of business decisions, analyze and extract data from ESG-related documents, and assess scenarios for water and waste management.Sustainability Manager forms part of Microsoft’s […]
Three New Dividend Growth Companies For A Retirement Nest Egg 
                    
The Value of Dividends
Three Dividend Growth Stocks That Can Help Fund Your Nest Egg

Three New Dividend Growth Companies For A Retirement Nest Egg The Value of Dividends Three Dividend Growth Stocks That Can Help Fund Your Nest Egg

Making just one change to your portfolio could mean the difference between pinching pennies to scrape by… or enjoying a nest egg that’s nearly 17X larger.I’ve been saying it for years: investing in strong companies with growing dividends is the key to a rich retirement.And Wall Street is finally catching on.Research from Hartford Funds shows […]
Metals Report For Friday, April 26

Metals Report For Friday, April 26

Image Source: PixabayIn this video, Ira Epstein reviews the day’s trading in the gold and other relevant metal markets.Video Length: 00:12:14More By This Author:SPDR ETF Report For Friday, April 26Financial Markets Report For Friday, April 26Metals Report For Thursday, April 25