“Investors are looking for a catch-up trade after Nvidia’s stellar performance in the past year”

by Marketing | Jan 20, 2024 | Market Notes, Media Notes

AMD’s Record High Shows AI-Fueled Chip Rally Has Another Gear     Disclosures   This information is for investment adviser use only and should not be distributed to any other parties. The commentary included in this post is for informational purposes...

“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

“OPEC and shale are more on the same team now, with supply discipline on both sides. It really puts a floor under the price of oil long term”

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

Don’t Expect US Shale to Quickly Fill the Gap Left by OPEC+ Cut       Disclosures   This information is for investment adviser use only and should not be distributed to any other parties. The commentary included in this post is for informational...