Market Commentary

Weekly Points – December 20th, 2024 – 5 Things to Know in Investing This Week – The Dollar Milkshake Edition

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In a week of silly and contradictory headlines, the Federal Reserve takes the top spot. The world’s premiere central bank managed to lower the fed funds rate into increasing inflation while reducing future rate hike expectations. Every month, they appear more political. After a month of reporting on weak consumer sales in high-priced discretionary items, … Read more

Federal Reserve Cuts by 25bp

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The Federal Reserve just completed its final meeting of the year and as expected, cut the fed funds rate by 25bp (.25%) to 4.25% – 4.50%. This completes the last cut of the year with a total of 100bp (1%) of cuts for 2024. The release commented on elevated inflation, expanding economic activity, and an … Read more

November CPI Rises to 2.7%

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Overview:                   Today, we got the November Consumer Price Index (CPI) report which showed an overall increase of 2.7% for the last year and 0.3% for the month (annualizes to 3.7%). That’s above last month’s 2.6% and above the prior month’s 2.4%. It was in-line with expectations. The Core CPI which excludes food and energy was … Read more

Weekly Points – December 5th, 2024 – 5 Things to Know in Investing This Week – The Bitcoin to $100k Issue

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The long-awaited moment came late last week when Bitcoin crossed $100k. Being a volatile asset, it’s already crossed that level multiple times in the few days since giving anyone who missed the first crossing ample opportunity to celebrate. Despite being wrong by 100x (10,000%!!!), Peter Schiff @PeterSchiff comes up with a novel excuse for why … Read more

Weekly Points – November 29th, 2024 – 5 Things to Know in Investing This Week – The Consumers Are Revolting Issue

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This week presents more evidence that a weak private market economy and inflation are taking an increased toll on the American consumer. Luxury sales are falling with consumers seeking out used and discounted items. While companies like $MSFT, $GOOG, and $AMZN buy more $NVDA chips to power AI datacenters, consumers balk at buying AI-powered electronics … Read more

Weekly Points – November 22nd, 2024 – 5 Things to Know in Investing This Week – The Nvidia Calms the Market Issue

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Each time Nvidia $NVDA reports earnings, it’s the most important earnings announcement ever. Results were fantastic, but already incorporated into market expectations leading to little stock reaction. Walmart $WMT and Target $TGT indicate the consumer is shifting to lower-priced retail. It’s yet another indication that consumers prefer a drive for lower prices over a focus … Read more

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