This week, I wrote in regards to the significance of Retail and Semiconductors.
These month-to-month charts will information you on equities, particularly after trump’s bulletins yesterday.
Now, I wish to cowl my trifecta...
Right here is the Financial Fashionable Household ringing the bell on the NYSE!
I really feel like there's a lot to speak about, that on the finish of the day (week), the speaking factors...
As a substitute of falling after the Fed lowered charges, the and yields have risen.
This appears incongruous given the dovish Fed discuss.
Nevertheless, lots of the cuts had been baked into the...
Right here’s a refined abstract of yesterday’s FOMC , as reported by the Kobeissi Letter:
Fed cuts rates of interest by 50 foundation factors for the primary time since 2020.
Two extra 25 foundation level...
At the moment, there isn't a actual motive for the Federal Reserve to both hike or decrease the rates of interest.
The general market has absorbed these charges higher than most anticipated.
Even with the...
One space I cowl in my outlook for 2024 is the teachings of Raymond Lo and the way he sees the upcoming Yr of the Dragon.
Part of my feedback on his evaluation...
