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Recent Content
Weekly Research Briefing: Wheels Up
You just knew that the US government shutdown would end when the planes stopped flying. Well, with the FlightAware Misery Map index hitting 75% across several major airports on Sunday, members of the US Senate had decided that they had seen enough. Welcome to the 'K-shaped' world that we live in in which commercial and private jet air travel is more important than missed paychecks and food availability. Now let's see how quickly we can return to normal.
Weekly Research Briefing: The Most Valuable Player
Aside from baseball and the soaring Nikkei, there has been a lot of news in the markets. Mega cap earnings gave us a lot of data to look at for our AI cloud spending models. The other company quarterly reports provided pieces for our 'K-shaped' economic puzzle. The Fed cut rates by 25 basis points but pulled back from saying that there was more in store for December which caused a pullback in the Treasury market.
Weekly Research Briefing: Tricks or Treats
This is a monster week for the financial markets. Mega earnings, the FOMC meeting and a possible China trade deal. As I type, the S&P 500 is making all-time new highs along with almost 2/3'rds of the worlds equity markets. That is one big slice of pie. Seasonally speaking, right now is the best time to own the S&P 500 for the next 3 months so the market has a big wind at its back.