markets
- Your Weekly Roadmap
- Your Weekly Roadmap
Markets Shrug Off Disappointment After Red Wave Fails to Materialize, Climb on Decelerated Inflation Numbers
We saw three major influences on the markets this week: the midterm elections, the weeklong drama around the collapse of cryptocurrency exchange FTX, and Thursday’s inflation-data releases. Ultimately, the market ended the week strongly. The SPX was up 5.88% for the week, the Nasdaq rose 7.78%, and Treasury yields fell,...
- First Word
Post-midterm results support 2H rally... plus, if Republicans take Senate, even stronger Energy gains (despite conventional wisdom)
Equities have been mostly rising for the past 18 trading sessions following the abrupt reversal on the very "hot" Sept CPI (Oct 13). And markets are at an important crossroads this week -- this week has two events with major implications for financial markets and the economy.Our overall takeaway is...
- Your Weekly Roadmap
Markets Rally on Hopes for Fed Pause, Earnings Have Been Mixed
Markets had their best day since June in a furious rally that was led by Materials, Financials and Technology. This was the third positive week in a row, and the first three-week winning stretch all year. A Wall Street Journal article by Nick Timiraos renewed hopes that the Fed would...
- Your Weekly Roadmap
- Your Weekly Roadmap
Markets Start Week With Powerful Risk-On Rally and Sell-Off Friday on Strong Jobs Report
“It is always from a minority acting in ways different from what the majority would prescribe that the majority, in the end learns to do better.”- Fredrich August von Hayek Open-mindedness and a willingness to learn are crucial to sustained investing success. Many investors may ignore content that differs from...
- Your Weekly Roadmap
Markets Down for The Week on Tough Talk From Fed But Bounce on Friday
“Whenever you find yourself on the side of the majority, it is time to pause and reflect.”- Mark Twain There’s a lot of complex jargon and intimidating math associated with markets, as there should be. When someone’s managing many billions of dollars, obviously you’re going to attempt to get the...
- Your Weekly Roadmap
Markets Has Third Consecutive Week Down, Unemployment Rises to 3.7%, Geopolitical Woes Rising Across Globe
Good Evening: Stocks had their third consecutive weekly decline after a positive start to Friday morning was wiped out. The market has experienced elevated volatility since Jay Powell gave the doves very little to hang onto in his Jackson Hole speech. While investors seemed initially comforted by the jobs report...
- The Wall Street Debrief
Markets Has Third Consecutive Week Down, Unemployment Rises to 3.7%, Geopolitical Woes Rising Across Globe
Good Evening: Stocks had their third consecutive weekly decline after a positive start to Friday morning was wiped out. The market has experienced elevated volatility since Jay Powell gave the doves very little to hang onto in his Jackson Hole speech. While investors seemed initially comforted by the jobs report...
- Your Weekly Roadmap
Markets Fall After Powell Warns of ‘Pain Ahead’
Good evening: _"Avoid big losses. That’s the way to really make money over the years.”_- Julian Robertson Robertson, the Wall Street investor who with a handful of others pushed short selling into the mainstream, helped to create the modern hedge fund industry. He died on Tuesday at his home in...
- The Wall Street Debrief
Markets Fall After Powell Warns of ‘Pain Ahead’
Good evening: _"Avoid big losses. That’s the way to really make money over the years.”_- Julian Robertson Robertson, the Wall Street investor who with a handful of others pushed short selling into the mainstream, helped to create the modern hedge fund industry. He died on Tuesday at his home in...