Per the Bloomberg summary, Fed officials are saying that they’re in no hurry to cut rates. ...
Read moreThat’s the TikTok trend that more Americans are going to have to start practicing. NY Fed research points to more delinquencie...
Read morePer BBG, up days are bigger than down days, for the most part. Ave 0.66% increase in pos sessions and -0.45% drop in negative ones. The ratio of the...
Read moreOn 60 Min yesterday, the Fed’s Powell said the "danger of moving too soon is that the job's not quite done," cementing the fac...
Read moreThe economy is channeling its inner Paris Hilton. Employment jumped 353k in Jan, above all estimates, with health care and services...
Read moreAll about AMZN, AAPL, and META. Will GOOG be an omen, or will they beat to their own holiday sales, lowered expectations, and AI ...
Read moreIt’s assumed that the Fed will hold interest rates steady for a 4th straight meeting and not give much clarity about future r...
Read moreFor what the source is worth, Yahoo Finance is saying that the big-6 tech earnings are expected to grow a combined 53.7% in 4Q23 ...
Read more32% of the S&P by market cap report this week, including the Magnificent-Now-Six-Post-Tesla-Bomb. GOOG, MSFT, AMZN, AAPL, an...
Read moreDec personal spending was up higher than expected, whereas the Fed’s favorite gauge of underlying inflation didn’t rise much...
Read moreHigher growth + slowing inflation = happy investors. 4Q23 GDP rose at a 3.3% annualized rate, way above the consensus figu...
Read moreNetflix added a lot more subscribers than folks expected, per the FT, sending the stock up 10% premarket. For those investing abr...
Read moreGS noted that CTAs will sell stocks over the next week, no matter which way markets go. Momo traders supposedly will sell $10 bn ...
Read moreBuy now, pay later sounds good until “later” comes around. With credit card debt at a record high and delinquency rates doubli...
Read moreSo far this year, there’s been a rotation out of Cyclicals and into Defensives, with the relative performance of Cyclicals ex...
Read moreAlthough I have friends there right now, it’s still hard to listen to all the pontification coming out of that place, right? I...
Read moreJust like Goldilocks and the 3 Bears, the retail spend report was too hot for markets to continue the narrative of tons of ra...
Read moreMusk says he wants more control of Tesla (25% voting power). He only owns 13% of its stock, a smaller amount after monetizing bil...
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