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Archives by Year:
Pfizer’s Seasonal Strength And Starboard’s Activist Move
Image Source: Pixabay Activist investor Starboard Value has taken a $1 billion stake in Pfizer (PFE), seeking to turn around the company’s fortunes. They’ve approached former Pfizer executives to aid their efforts, hinting at potential strategic changes. Pfizer has been facing post-pandemic struggles, primarily due to declining demand for its COVID-19 prod-ucts, causing its stock price […]
Federal Reserve Losses Top $200 Billion And You’re On The Hook How Did the World’s Premier Central Bank Lose Over $200 Billion? Fed Losses? So What? Their Rules Aren’t Your Rules!
Federal Reserve losses have eclipsed $200 billion as the central bank continues to bleed red ink.Oh, and by the way, you – the taxpayer – are ultimately on the hook. According to the latest data from the central bank, the Fed has now lost $201.2 billion over the last two years.The Fed’s losses are a direct […]
New Optimism For High Street Fashion Stocks In The Age Of The Thrifty Consumer
Image Source: Unsplash Many clothing brands have spent 2024 claiming that the weather had dampened customer appetite. Whether it was too hot, cold, or wet for optimal spending may pale in comparison to the perfect storm of thrifty, pre-loved clothing apps. The global second-hand apparel market value reached $152.5 billion in 2023 and is expected to grow […]
We’re Not Done With Inflation Yet
Image Source: Pixabay The big headline this past week on the economic front was the uptick in the September CPI report. The beat was subtle, only 0.1% above estimates, so I think it’s still too early to come to concrete conclusions.That being said, I do think inflation will become a problem again… just not yet.In my […]
Is The Bitcoin Bull Run Over?
Image Source: Unsplash Crypto analyst Bob Loukas has released a new video analysis titled “No Bull.” In the video, Loukas delves into the current state of the Bitcoin market, addressing growing concerns about the possibility of a canceled bull run.Loukas begins by acknowledging the prolonged period of consolidation for the Bitcoin price. He senses that “there is now […]
Top Dividend Paying Gold Mining Stocks
Image Source: Unsplash Gold has long been prized for its value and versatility, serving both as a store of wealth and a key material in various industries. As a precious metal, gold has traditionally been used to hedge against inflation, providing stability to investors during times of economic uncertainty. Its intrinsic value, resistant to the erosive […]
The Fed And Federal Budget Extravagance: Interest Rate Cuts At Risk
The Federal Reserve began cutting interest rates in September 2024, and Fed leadership communicated that more cuts would be likely in the remainder of 2024 and into 2025. But at the same time, fiscal policy will almost certainly be very stimulative. Will this stimulative fiscal policy be inflationary? And will the Fed fear this inflationary pressure and […]
September Producer Prices Almost Entirely Benign; Very Little Upward Pressure In The Pipeline
Sometimes producer prices lead consumer prices; sometimes they don’t – but in the sense that sometimes there is no lag at all before increases show up in consumer prices. In any event, overall the message from the producer price index this morning was benign, with very little pressure “in the pipeline” for consumer inflation. To […]
Bitcoin rises 3% as S&P 500’s hits all-time high
Key Takeaways S&P 500 reaches all-time high as Bitcoin’s 3% rise signals market optimism. The S&P 500’s potential 30% gain in 2024 would mark its highest annual increase since 1997. Share this article Bitcoin saw a notable increase of 3% today, reaching a price of $62,400. This upward momentum coincides with the S&P 500 reaching […]
Market Still Poised To Move Higher
Another earnings season started today as JP Morgan and Wells Fargo are out of the gate first. We have owned the former in our Unloved Gems strategy since inception in 2018 and I don’t think we’ve ever owned the latter. As I wrote the other day, stocks still seem poised to move higher. Both inflation gauges […]
