“Credit in general is likely to underperform because it is priced for absolute perfection and absolute disinflation which is not happening very quickly”

by Marketing | Jul 7, 2023 | Market Notes, Media Notes

Disappointing Credit Market Returns Add Fuel to Bearish Bets

“I see some short-term headwinds after the most recent price movement and that Microsoft is threatening Google’s dominance in the search engine market. However, that it is a good stock for the long run”

by Marketing | Jul 7, 2023 | Market Notes, Media Notes

Alphabet Exuberance Is Cooling on Wall Street After Stock’s Strong Run

“We think there’s an emphasis that should be had on yield plus growth framework and that framework should drive the portoflio construction process in today’s market”

by Marketing | Jul 6, 2023 | Market Notes, Media Notes

Eco Data, Ukraine, Travel, and Tech

“Investors need to look forward [on Budweiser] and focus on the second derivative here”

by Marketing | Jul 4, 2023 | Market Notes, Media Notes

3-Stock Lunch: BUD, PEP & BYND

“As long as people have money and jobs, inflation doesn’t really go away and shifts from one sector to another”

by Marketing | Jun 28, 2023 | Market Notes, Media Notes

Wall Street investors grapple with how ‘last mile’ of U.S. inflation will play out