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All Posts
Taiwan Semi and AI Stocks
(1) Taiwan Semi gave strong guidance for the year. (2) GS and MS reported strong 4Q earnings. (3) LLY had a negative update on the oral form of its fat loss drug.
Jan 153 min read
Why is gold rising?
(1) Gold prices continue rising. (2) Bank earnings and the economy. (3) Retail sales and PPI data.
Jan 145 min read
Inflation and JPM Earnings
(1) December inflation data. (2) JPM earnings and Jamie Dimon's comments. (3) White House wants to cut credit card swipe fees.
Jan 135 min read
DOJ vs. Federal Reserve
(1) DOJ is investigating the Fed Chair. (2) Trump proposed a 10% cap on credit card rates. (3) Oil is rising from further tensions in Iran.
Jan 127 min read
Monthly Jobs Report
The monthly jobs report remains weak, but it is not worsening.
Jan 92 min read
Macro Data: JOLTs and Productivity
Job opening survey showed fewer than expected job openings -- another data point showing a weak job market. However, for the economy overall, stronger than expected productivity growth should help bolster overall GDP growth.
Jan 82 min read
Defense Stocks and Global Risks
US defense stocks swing on two updates from the President. We also got insight into what will happen to Vez's oil. Last, we've introduced a global risk board.
Jan 85 min read
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