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Weekly Points – September 27th, 2024 – 5 Things to Know in Investing This Week – The Government is Trying to Control too Much Issue
The theme in the markets this week was all about increasing government control of the economy and the money supply. The Chinese government poured liquidity into their banking and housing sectors causing equity markets all over the world to rise. There’s new evidence that the government intentionally and unnecessarily killed Silvergate bank. We explain why … Read more
Weekly Points – September 13th, 2024 – 5 Things to Know in Investing This Week – The Pivot Week Issue
The long-awaited pivot is here. The Federal Reserve is going to cut the fed funds rate this week. Asset gatherers celebrate the opportunity to blow up another asset bubble. The rest of the country should prepare for more misery-causing inflation. Russia talks about limiting exports of uranium during a multi-year supply shortage. Multiple people pinged … Read more
Weekly Points – September 6th, 2024 – 5 Things to Know in Investing This Week – The AI Chip Issue
The big story in investing this year has been optimism and worry about demand for the chips powering AI applications. While generative AI has demonstrated some impressive capabilities, there are fears regarding when there will be a profitable business model to support the tens of billions of dollars of capital expenditures currently being made in … Read more
Weekly Points – July 26th, 2024 – 5 Things to Know in Investing This Week – The Earnings and Inflation Issue
We hit earnings season and with the Magnificent 7 priced for perfection, it was going to take “perfect” earnings reports to keep the market from falling. $GOOG and $TSLA showed some weakness and for the second straight week, tech leads the stock market lower. Coursera $COUR beats earnings and positions itself as an AI play … Read more