Archives by Month:

Archives by Year:

The U.S. Equity Market, The Last Man Standing?

The U.S. Equity Market, The Last Man Standing?

The U.S. stock market continues to rise, while almost all other markets worldwide have long since entered a consolidation phase. The question is more topical than ever: how long can the US market maintain its solo run?Optimism has been waning for a few days now, but the index continues to be carried upwards by a […]
Consensus – Real Time Sahm Rule For June

Consensus – Real Time Sahm Rule For June

Image Source: Pexels Bloomberg consensus is 4%. This implies near trigger for the Sahm Rule (in real time):Figure 1: Real time Sahm Rule (blue), and consensus based on Bloomberg as of 7/4/2024 (tan square). Source: FRED, Bloomberg, and author’s calculations.If the unemployment rate instead hits 4.1%, then the Sahm rule would indicate a recession. If the consensus […]
A Review Of How Our 11 Semiconductor And AI Portfolios Performed In June

A Review Of How Our 11 Semiconductor And AI Portfolios Performed In June

 What Is the Semiconductor Value Chain?The semiconductor value chain refers to the 6 stages involved in the production and distribution of semiconductor devices that involves multiple companies, each with their own specialized roles.Below are summaries of 6 articles I had posted on TalkMarkets over the past week on the major pure-play stocks in each segment. […]
The Economy Is Awful: Multiple Jobs And Remote Work

The Economy Is Awful: Multiple Jobs And Remote Work

One of the standard refrains from people pushing the bad economy story, despite the extraordinary streak of low unemployment, is that because of inflation everyone has to work two jobs. This ignores the fact that wages have actually outpaced prices, especially for workers at the lower end of the wage ladder.But there has in fact been some […]
Bitcoin loses key support level, but analyst says ‘don’t freak out’

Bitcoin loses key support level, but analyst says ‘don’t freak out’

Key Takeaways Bitcoin briefly fell below its 200-day EMA, a key support level for traders. Analysts predict potential price movements between $56,000 and $60,000 in the near term. Bitcoin (BTC) briefly lost its 200-day exponential moving average (EMA 200) this Thursday, which is considered very important support for BTC by traders. Despite the brief loss […]
Trending Altcoins Under $1 Expected To Explode This Crypto Bull Run

Trending Altcoins Under $1 Expected To Explode This Crypto Bull Run

Image Source: Pexels As the crypto bull run heats up, savvy investors are on the hunt for promising altcoins under $1. Among the top picks are Tron (TRX), Arbitrum (ARB) and Rollblock (RBK). Rollblock, currently trading at $0.015 in its first stage of presale, is tipped to surge 100x in 2024. Let’s explore why these might be the best crypto to buy right now […]
The Next Blockbuster?

The Next Blockbuster?

CaptionImage by Arek Socha from Pixabay  In its heyday, there were over 9,000 Blockbuster locations around the world. And I helped build more than one…It was the good old days of VHS.You could own your favorite movies, watching them over and over again (until the VHS player ate your tape, anyway). Or, if the film was something you […]
Biden And Trump: The Least-Liked Presidential Candidates In Over 30 Years

Biden And Trump: The Least-Liked Presidential Candidates In Over 30 Years

As the 2024 U.S. presidential election approaches in about four months, a quarter of Americans have unfavorable views towards both major party candidates – President Joe Biden and former President Donald Trump.This graphic shows the percentage of people who have had unfavorable views of both candidates since the 1988 presidential election.Methodology: The Pew Research Center interviewed 8,638 adults between […]
Bitcoin could see deeper correction after payroll data release: Bitfinex head of derivatives

Bitcoin could see deeper correction after payroll data release: Bitfinex head of derivatives

Key Takeaways Bitcoin slumped 5% following cautious FOMC minutes release NFP data could lead to Bitcoin price stabilization or deeper correction Bitcoin (BTC) slumped 5% in the last 24 hours, reaching the sub-$57,000 price level for a brief period. This could be related to the cautious optimism that the FOMC minutes released this week showed […]
Figma Disables New AI Design Tool After It Mimics Apple’s Weather App

Figma Disables New AI Design Tool After It Mimics Apple’s Weather App

   Figma has temporarily disabled its AI-powered design tool “Make Design”. The tool, which utilized OpenAI’s GPT-4o and Amazon’s Titan Image Generator G1, came under scrutiny after producing designs strikingly similar to Apple’s Weather app.Responding to the allegations, Figma’s CEO, Dylan Field, acknowledged the resemblance and cited a rush to meet deadlines and subpar quality […]