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Weekly Commentary: ‘D’ For Dis-Equipoise

Weekly Commentary: ‘D’ For Dis-Equipoise

Image Source: DepositPhotos Nvidia (NVDA) sank 12.6% this week. The Semiconductor Index (SOX) slumped 12.2%, with the Nasdaq100 (NDX) down 5.9%. The S&P500 (SPX) dropped 4.2%. The KBW Bank Index (KBWB) fell 5.5%. The VIX (equities volatility) Index jumped 7.38 to 22.38, the highest close since August 8th (as the index retreated from its August […]
Four Levels Of Making Your Fortune: From Competition To Wisdom

Four Levels Of Making Your Fortune: From Competition To Wisdom

Image Source: DepositPhotos  When it comes to creating substantial wealth, there are various levels of strategy and execution that can lead to different degrees of success. Understanding these levels can help you navigate the path to fortune more effectively. Here’s a breakdown of the four levels, from the most basic to the most sophisticated, and […]
BNP Paribas AM Launches New Japan And US Market ETFs With Active ESG Integration

BNP Paribas AM Launches New Japan And US Market ETFs With Active ESG Integration

Image Source: DepositPhotos BNP Paribas Asset Management (BNPP AM | BNPQY) announced the launch of two new ESG-integrated exchange-traded funds, BNP Paribas Easy Sustainable Japan UCITS ETF and BNP Paribas Easy Sustainable US UCITS ETF.The new funds form part of BNPP AM’s Easy Active Beta ETF range, its suite of funds that combine a traditional […]
The Summer Feel-Good Factor Didn’t Last Long

The Summer Feel-Good Factor Didn’t Last Long

Image Source: DepositPhotos  As the nights start to draw in across Europe, we’re becoming more gloomy about the world’s economic prospects. I’m looking very carefully at how global central banks are going to respond. Interest rate cuts are coming. Here is my take on where the global economy is headed.  Video Length: 00:01:40More By This […]
Sellers Returning Fast

Sellers Returning Fast

NFPs weren‘t weak at first glance, but the buying squeeze anticipated, was really short-lived, and shifting rate cut odds influenced.   For proper understanding of the words #SPX $SPY squeeze, here is Friday’s premium analysis before the data. Pay attention to the part of the dash, it was fast. “5,505 is a resistance on the upside, […]
IRS Plans Changes To Boost Retirement Savings With $1,000 Saver’s Match Program

IRS Plans Changes To Boost Retirement Savings With $1,000 Saver’s Match Program

Guest post by Tom Ozimek via The Epoch TimesThe Internal Revenue Service (IRS) and the Treasury are preparing to launch a new program aimed at boosting the retirement savings of low and moderate-income Americans by offering taxpayer-funded matching contributions of up to $1,000 annually, deposited directly into their retirement accounts.   Image Source: DepositPhotos  The Saver’s Match, introduced […]
Kudlow: “We Are In The Front End Of A Recession”

Kudlow: “We Are In The Front End Of A Recession”

Audio here, at 2:30 approximately. He also says private NFP gain is down to +56K, while private ex-health care and social services (all essentially government), were only up +12K. Here’s the picture I get looking at current vintage/latest release: Figure 1: Change in nonfarm payroll employment (blue), in private NFP (tan), in private NFP ex-health care and […]
Does Your Company Need A Chief AI Officer (CAIO)? 
                    

Vision and Strategy Development
 

Does Your Company Need A Chief AI Officer (CAIO)? Vision and Strategy Development  

Illustration created by ChatGPT for Teams with the prompt “Use DALL-E to create a cover image for this blog post. Aspect radio 16×9.” About half of our clients have created CAIO roles for their leadership teams, the other half have good arguments against doing so. Do you need a CAIO? Here are some pros and cons […]
Economic Modern Family-The Good, Bad And Ugly

Economic Modern Family-The Good, Bad And Ugly

 Is September scaring you enough?After all, the month started out shaky and ended the first week worse than it began.Does this mean we are headed for a much bigger fall?Some analysts are saying that we can expect weakness and chop until the election.When we examine the weekly charts, we see a return to August lows […]
September Is Historically The Market’s Worst Month. Will Things Be Different In ’24?

September Is Historically The Market’s Worst Month. Will Things Be Different In ’24?

September has a history of being the worst month of the year for the stock market. But it’s hard to imagine that it will be a bad one this year since the Fed is widely expected to start its latest monetary easing cycle on September 18 with a 25-basis point cut in the federal funds […]