Like last week, we’re seeing more inconsistent data. The retail sales number indicates a strong economy and a “higher for longer” Federal Reserve. The new manufacturing data indicates a weakening economy and a “pivot now” Fed. The most likely result is the Fed doing nothing for now. Taiwan Semiconductor ($TSM) guidance moves the market. And … Read more
Gary Brode of Deep Knowledge Investing and Robb Fahrion of Flying V Group discuss the 5 Things to Know in Investing This Week: The More Inconsistent Data Issue This week, we’ll address the following topics: – Retail sales better than expected. Does this mean “higher for longer”? – Empire State Manufacturing Index is a disaster. … Read more
After years of dragging its feet and losing an important Court case, the SEC finally approved 11 Bitcoin ETFs. Along the way, it managed to accidentally pre-announce the approvals three different ways, then withdrew all of them. Finally, the head of the SEC made it clear he disagreed with the decision of his own agency … Read more
Gary Brode of Deep Knowledge Investing and Robb Fahrion of Flying V Group discuss the 5 Things to Know in Investing This Week: The Bitcoin ETF Issue This week, we’ll address the following topics: 11 Bitcoin ETFs Approved. To the moon? The SEC drags its feet, complains about its own decision, then has multiple leaks. … Read more
Hi All, Some interesting conversations taking place this week. On Wednesday, at 11am Eastern Time, I’m doing a Twitter Space with Tracy (@ChiGirl) and Jack Farley (@JackFarley96). We’ll be discussing the macro environment. Please join us here: https://twitter.com/MicDropMarkets/status/1746608890962219244 On Thursday, Michael Gayed is doing an all day event sponsored by Hashdex featuring some of the … Read more
