by adrian tout | May 7, 2025 | Fed Reserve, Interest Rates / Bonds, Monetary policy, Trump Tariffs
Words: 1,407 Time: 6 Minutes Powell says the risks have increased since their last meeting Trump’s three pillar strategy may not work If we’re to see 3 or 4 rate cuts this year – that’s not a good thing What matters more to the market: A Trump... by adrian tout | May 6, 2025 | Earnings, Magnificent Seven, S&P500
Words: 1,092 Time: 6 Minutes Q1 ’25 earnings ok – but a long way short of Q1 ’24 If earnings are to be revised lower – stocks have room to fall The Mag 7 vs the broader S&P 500 Over the long term – its earnings growth which drives... by adrian tout | May 1, 2025 | AI, Apple, Big Tech, Earnings
Words: 1,563 Time: 7 Minutes Large cap tech reluctant to offer guidance Meta, Amazon, Apple and Microsoft all report ‘solid’ Q1 EPS How I deal with Mr. Market’s (predictable) wild mood swings Investors are feeling a little more optimistic…... by adrian tout | Apr 30, 2025 | Currencies, US Dollar Index
Words: 790 Time: 4 Minutes Short-term strength however deep structural issues remain Technically DXY is oversold on a weekly basis Markets now see rate cuts as early as June w/softer data Are we about to see a US Dollar Index (DXY) rally sometime over the next few... by adrian tout | Apr 28, 2025 | Asset Allocation, Charlie Munger, Magnificent Seven, Uncategorized, Valuations, Warren Buffett
Words: 4,413 Time: 18 Minutes Investment strategies for a range-bound (or bear) market How to discover quality assets to reduce the risk of loss The attributes and metrics of a company I focus on It’s my thesis market returns over the next few years are unlikely...