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Archives by Year:
The AI/Tech Stock Selloff Is Overdone – It’s Time To Buy The Dip – Here’s Why
An IntroductionThe 27 AI/semiconductor chip stocks tracked in munKNEE’s 7 Portfolios (see here) have declined by 12.6%, on average, in the past 7 days (since July 15th until yesterday) with the following 9 down 14.9% or more: QBTS (-26.3%), AMD (-19.6%); ASML (-17.9%); RGTI (-17.0%), AMAT (-15.9%), MU (-15.7%), CDNS (-15.6%), IonQ (-14.9%) and LRCX […]
Jito releases open-source code for restaking on Solana
Key Takeaways Jito’s new service allows using any asset as collateral on Solana. The restaking code by Jito is open-source and pending mainnet implementation. Jito Foundation has released open-source code for a staking and restaking program on Solana, marking a significant advancement in the network’s restaking capabilities.The yet-to-be-audited code from Jito enables any protocol building […]
Math All But Guarantees A Recession By 2025
Image Source: Unsplash When today’s expert was last on this program back in March, he predicted we’ll see sub-2% inflation AND a recession by the end of this year.Since then, headline CPI has remained stubbornly “sticky” above 3%.So, is 2% (or less) inflation by December still his forecast?Or have conditions changed?To find out, we have the […]
Tesla Stock Gains As Musk To Discuss $5 B XAI Investment With Board
Image courtesy of 123rf.com According to reports, Tesla (Nasdaq: TSLA) CEO Elon Musk is set to discuss a potential $5 billion investment in his artificial intelligence startup xAI with the Tesla board. This move comes as Tesla aims to accelerate the development of its robotaxi and self-driving technologies. The proposed investment follows a poll on X (formerly Twitter), […]
Charted: Big Tech Vs. S&P 500 Earnings Growth Forecasts
This year, the S&P 500 has returned over 15%, driven by a handful of mega-cap companies.Microsoft, Meta, and Alphabet have all seen their share prices soar in the double digits, while Nvidia shares have doubled. As big tech continues to fuel the market’s rally, investors are closely watching whether earnings data will support their increasingly lofty valuations.This […]
The Yield Curve Is About To Uninvert, Is That A Recession Indicator?
Data from the New York Fed, chart by Mish.Note: I wrote this post last night. The inversion steepened today but that does not change the following analysis.What Is an Inversion?In a normal yield curve longer-term Treasuries have higher yields than short-term treasuries.The above chart shows the opposite. Short-term yields are higher than long-term yields. Numbers […]
Gold Stocks’ Autumn Rally ‘24
The gold miners’ stocks are enjoying a strong summer, recently surging to new bull highs. These upleg gains should continue mounting with gold’s autumn rally providing stiff tailwinds. Outsized Asian demand usually fuels seasonal gold gains into late September. Already large thanks to gold’s unique bullish backdrop, this year’s autumn rally has excellent potential to […]
Bosch’s U.S. Deal Blows Cold Air On EU Growth
Johnson Controls (JCI) International and Bosch are looking at the same business and seeing entirely different things. To the $50 billion U.S. conglomerate, it’s selling residential heating and air conditioning operations that swing with the economic times and distract from more highly valued commercial customers. The German industrial giant envisions an exciting growth opportunity. This […]
Grains Report – Thursday, July 25
WHEAT General Comments: Wheat was higher in Chicago and KC again yesterday on fund short covering and some new speculative and commercial buying and as there has been some positive demand news amid production problems in Russia and Europe. Minneapolis was lower. The weekly export sales report was good and there were a lot of sales […]
Bitcoin price nears $65K as US stocks recover from steep sell-off
Key Takeaways Bitcoin rebounded to $65,000 as US stocks recovered from recent losses. Economic data like the PCE Index and jobless claims influenced Bitcoin’s price movements. Bitcoin prices moved back towards $65,000 as US stock markets recovered from their worst day since 2022, with traders closely watching key support levels and the growing correlation between […]
