NVDA reports earnings on Wednesday, now the largest company in the world by market capitalization slightly higher than AAPL. There is visibility into 2025 that AI infrastructure will continue to be strong.
Read BlogThe election results could not have been any more positive for the markets with very likely the house going to the Republicans as well, with lower taxes, lower regulations, lower government spending, lower crime, secure boarders, bringing manufacturing back to the U.S., and a very tough foreign policy.
Read BlogThe election concluding is a positive for the stock market, generally there is modest rally with the conclusion, however, the market being up so much more than the historical averages has us nervous about the next few months.
Read BlogThe election being resolved is generally good news, but it could end up being a net negative, we say this because the market seems to already anticipate good news.
Read BlogWe have now 2 different Wall Street strategists, not necessarily turning negative, but pointing out that the market, over the long term, is not compelling, due to the valuation.
Read BlogThe election is nearly upon us, it seems the market is expecting a Trump victory, we say that because of what we read from strategists. The risk to the market is if Harris wins, taxes will go up due to the Trump tax cuts expiring after 2025.
Read BlogThe Employment Report was stronger than expected with 254,000 new jobs in September. As we have discussed, we are very suspicious of this report as it is a survey, so not hard numbers, and we are very close to the election.
Read BlogMarket is discounting a “soft landing” which we believe to mean no negative GDP quarters and earnings continuing to grow.
Read BlogThe Federal Reserve did what was necessary, they have teased the market extensively and they needed to deliver, they did!
Read BlogThe Federal Reserve will likely cut rates by .25% on Wednesday, but the market is projecting it is a 50%/50% probability of .25% or .50%.
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