Weekly Points – February 7th, 2025 – 5 Things to Know in Investing This Week – The President Trump is Doing More Things Issue

President Trump and his team are energetically remaking both the Federal government and our trade relationships. The pace of change has been incredible, and depending on your political preferences, you’re either thrilled or appalled. As always, we’ll try to bring you a clear view on policy and leave the politics to others. As I write … Read more

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

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

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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