by adrian tout | Jun 22, 2024 | Investing Lessons, Lessons, Risk, S&P500, Warren Buffett
The only way to win at asset speculation Are you a good or bad investor (and how to know)? A sound intellectual framework With the S&P 500 near record highs… some investors are wondering whether they should take profits. And if taking profits – what...
by adrian tout | Jun 14, 2024 | Apple, Big Tech, Consumer Confidence, Generative AI, S&P500
Apple soars on OpenAI enabled phones Further signs of divergence in the market Consumer sentiment falls again… forth straight month It was another banner week for stocks. The S&P 500 added 1.6% this week – notching another record high – up over...
by adrian tout | Jun 11, 2024 | Fed Reserve, Interest Rates / Bonds, Investing Lessons, Market History
Why ‘value’ names could benefit more from rate cuts 12 Bull Markets post 1957 vs Fed Easing Cycles; and Are rates ‘that’ restrictive today? Here’s today’s exam question: Are rates restrictive? And if they are – how do you...
by adrian tout | Jun 8, 2024 | Inflation, Interest Rates / Bonds, Investing Lessons, Macro / Economy
All-time highs for the S&P 500… but is momentum is fading? Economy hits “stall speed” – with annualized Real GDP showing a 1-handle (down from 3+ last quarter); and Why I think inflation and bond yields fall next year If you had offered me...
by adrian tout | Jun 7, 2024 | Employment, Interest Rates / Bonds, Sahms Rule
Market now only sees one cut this year Unemployment rate hits 4.0% Three arguments for lower bond yields Just as market participants were starting to get hopeful rate cuts could be coming – that door was slammed shut. Yields surged opposite a...
