Jerome Sours the Mood – Weekly Review
For the week ending September 22, 2023 News vacuums can be dangerous, such as we saw this week. While, in our opinion, there is only one item to report on, this one item took center stage and is worth understanding. What Happened: Jerome Powell & the FOMC do...
China, Airbnb, Blackstone – Weekly Review
For the week ending September 8, 2023 What Happened: China bans iPhones for Government Work What’s It Mean: It’s really still not clear and the speculation is running wild. Why do we care? Slightly under 20% of Apple’s revenue comes from China. Many are...
Welcome to Bizarro World!
What Happened: Employment & Jobs Data Begins to Decline What’s It Mean: This week we saw two specific reports citing that jobs in America may finally be softening. This area has remained the final sticking point for longer-term inflation and the primary concern...
AI, Jerome and Georgia On Our Mind – Weekly Review
For the week ending August 25, 2023 What Happened Semiconductor and top-five S&P 500 holding NVIDIA posted blockbuster revenue, profit and guidance surrounding the Artificial Intelligence (AI) movement. More HERE What’s It Mean Highly anticipated semi-conductor...
August Stumble – Joule Weekly Review
What Happened: The Stock Market correction began in August with the S&P down 5.15%, NASDAQ 8.00% and the Russell 2000 Small Cap Index off 7.10% from July highs. Further details: After a strong 1st and 2nd quarter for the US Markets, equities began to correct in...
Inning 1 for Ai
In the fall of 1998, I was a sophomore at the University of Kentucky, on track to graduate in three years. I had recently spent the summer in California, working the front desk at the Hyatt Embarcadero in San Francisco. The Internet, a new medium at the time, was...
CPI Down, De La Cruz Up!
Wednesday's Consumer Price Index (“CPI”) announcement revealed that year-over-year inflation has now fallen to 3%. Reflect for a moment on how far we've come from the time when year-over-year CPI was at 9%, a figure which led many to assert that hyperinflation was...
Congrats Daniel Czulno!
I have had the privilege of serving alongside Daniel since 2009 and there is no question Joule wouldn’t be where it is today without his talents and tireless work ethic. While internally we’ve always been well aware of his excellence, it is nice to see him gain...
Miles to Go…
I hope this email finds you enjoying a wonderful weekend! This past week, Congress passed a bill to suspend the debt ceiling, thus avoiding default through January 2025. On Friday, markets further rejoiced at a higher than anticipated unemployment rate, which...
Markets Love AI
By now, you've heard of ChatGPT or at the very least, you've heard of the latest investment craze hitting Wall Street: AI (Artificial Intelligence). Most people are dismissing it as just another bubble that will soon pop and take with it the hearts of speculators...
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