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Archives by Year:
The Beginning Of A Stock Market Summer Storm? Or Just A Passing Shower?
Welcome back readers. Glad you are joining us. depositphotos I began the week traveling to Chicago for a meeting. For those of you unaware, my son, Zach, works for our asset management company, MG Asset Management. He lives and works in Chicago. He had called me on Monday to tell me about the incredible weather that occurred […]
WMA: Bitcoin Tops $67K As The Market Continues Its Surge
This Week’s Summary The crypto market ends the week at a total market capitalization of $2,44 trillion. Bitcoin (BITCOMP) is up by over 11% to trade at around $67,000. Ethereum (ETH-X) increased by almost 9% to trade at around $3,500. Ripple (XRP-X) is up by 12%, Solana (SOL-X) by 18%, and Dogecoin (DOGE-X) by 16%. […]
Berkshire Hathaway Reduces Stake In Bank Of America
Berkshire Hathaway sold $1.5 billion of Bank of America on July 17, 18, and 19 at an average price of $43.56. depositphotos https://sec.gov/Archives/edgar/data/70858/000095017024085022/xslF345X03/ownership.xml…Berkshire Hathaway’s (BRK-B) sale of $1.5 billion of Bank of America (BAC) on July 17, 18, and 19 was its first since its initial purchase in 2011. Berkshire owns 12.8% of $BAC and its current stake is […]
Quantity Of Money And Inflation: More About Confounding
Confounding can be an issue when analyzing the association between quantities of money and inflation. Image by Richard Reid from Pixabay IntroductionPreviously,1 we suggested that two possible examples of confounding existed: The correlation of changes in nonfinancial corporate debt (NFC) with CPI inflation during the inflation surge of 1976-80 might be confounded by changes in household and nonprofit organization debt (HNO). […]
The Market Requires 7 Pairs Of Eyes!
These are the weekly charts of the Economic Modern Family.We begin by featuring the original six.We will then look at our 7th member, and end with a look at NASDAQ.The weekly charts of the original Modern Family (Russell 2000 IWM, Retail XRT, Transportation IYT, Regional Banks KRE, Biotechnology IBB, and Semiconductors SMH), are all over the […]
MAGA Coin Surges 20% – Thanks To Elon Musk
Elon Threw MAGA to the SpotlightElon Musk, the man behind Tesla, posted a meme image on X with “Make America Great Again.” He was talking about the US leadership with the elections coming up. And even though he denied backing any candidate before, Musk’s huge donation to a Super PAC supporting Trump made his support pretty clear. Image […]
Can One Have A Recession Start When Real Household Wealth Is Rising?
depositphotos Torsten Slok presents this graph and writes, “The bottom line is that the tailwind to consumer spending for homeowners and equity owners is significant, in particular when combined with record-high cash flows from fixed income.” Source: Torsten Slok/Apollo, 19 July 2024. This made me wonder whether we’ve seen NBER peaks at quarters where household net worth has been rising. […]
TSMC Reports Q2 Results
Recently reviewed TSMC (TSM) reported their Q2 earnings this week. Results looked good: revenue was up 40% (33% in U.S. dollars), with stable gross margins and solid cash flow. depositphotos Sub 7 nanometer products accounted for 2/3rds of revenue, magnifying the firm’s competitive advantages (only Samsung competes in this space). High performance computing applications (HPC) – driven […]
Our Pure-Play Quantum Computing Stocks Portfolio Reversed Direction Last Week
Image Source: UnsplashQuantum ComputingThe better the computing power the better a semiconductor will perform and, as such, the race is on for companies to radically upgrade the computing power of their models. That’s where “quantum computing” comes in. (Check out this video on Quantum Computing: 4 Things You Need to Know.) Pure Play CompaniesPure-play companies concentrates all […]
Latest Reading Of CoT Report: Futures Positions Of Noncommercials
Following futures positions of non-commercials are as of July 16, 2024.10-year note: Currently net short 637.5k, up 219.6k.Non-commercials showed aggression in raising net shorts in 10-year-note futures to a 19-week high. In the week to January 16th, they were net short a record 889,385 contracts. This week, their holdings were up 53 percent week-over-week to 637,486 […]
