by adrian tout | Dec 27, 2024 | Discounted Cash Flow, Magnificent Seven, NVDA, S&P500, Valuations
Words: 5,616 Time: 30 Minutes Only 7 stocks delivered 54% of S&P 500 gains in 2024; Why we could see rotation out of tech next year; Applying a DCF to NVDA to determine its intrinsic value 2024 will go down as another great year for stocks in the trader’s...
by adrian tout | Dec 24, 2024 | Fed Reserve, Interest Rates / Bonds, Monetary policy
Words: 1,617 Time: 6 Minutes Fed’s cautious monetary approach to 2025 Mixed economic indicators Market valuations are not without risks It’s Christmas Eve in the U.S… where markets were only open for half the day. For now, stocks are shaking off...
by adrian tout | Dec 19, 2024 | Currencies, Fed Reserve, Interest Rates / Bonds, US 10-Year Yield
Words: 1,950 Time: 8 Minutes Hawkish Shift in Fed Projections Market’s ‘Surprise’ Reaction and the Impact Political Uncertainty Refuses to Abate As part of my last post (Dec 14th) I made the comment that in the event the Fed decides to either: (a)...
by adrian tout | Dec 15, 2024 | Lessons, Tariffs, Trump
Words: 2,683 Time: 10 Minutes Econ 101: Why tariffs ultimately don’t work Global central banks move to counter expected (Trump) consequences S&P 500 pushes into possible zone of resistance Trump’s favorite word in the dictionary is...
by adrian tout | Dec 13, 2024 | Inflation, Interest Rates / Bonds, Investing Lessons, Valuations
Words: 1,968 Time: 8 Minutes Persistent Inflation in Services Fed Rate Cut Uncertainty Optimism Amid Extremely High Valuations The stock market could not be more optimistic. And perhaps not since the dot.com bubble of 1999 – have investors been so sure of the...
