Gary Brode of Deep Knowledge Investing and Robb Fahrion of Flying V Group discuss the 5 Things to Know in Investing This Week: The Pivot Issue
This week, we’ll address the following topics:
– The Powell pivot. This week he delivered a different message. It’s different this time? Yes, it is.
– The CPI: Still too high, but it is coming down.
– Retail sales: up from a slow start and indicating a strong Christmas.
– Nvidia ($NVDA) moving production out of Taiwan. Good move despite Taiwan having the best fab plants in the world.
– Barron’s calls for a higher neutral rate. We think they’re right. Don’t know what the neutral rate is? No worries. Explaining is what the 5 Things is here to do.
Ready for a new week featuring the long-awaited pivot? Let’s dive in:
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