“Should’ve Been Me” Stock Market (and Sentiment Results)…

For those of you who have been on Twitter for some time, you are aware this header image meme has been around for a while. We adapted it to embody the dilemma US managers are facing as we enter a world where the West continues to tighten policy (to slow consumption), while China and Japan keep the full pedal to the medal – easing monetary and fiscal policy – in an effort to dramatically increase consumption. Continue reading ““Should’ve Been Me” Stock Market (and Sentiment Results)…”

Be in the know. 15 key reads for Wednesday…

  1. China Vows More Pro-Growth Policies as Banks Urged to Step Up (bloomberg)
  2. Jack Ma’s Ant to Apply for Key License as Soon as This Month (bloomberg)
  3. Emerging Markets Valuations Have Never Been Better (nasdaq)
  4. Facebook, Microsoft, Nvidia Unite To Create Metaverse Standards (investors)
  5. Fed’s Powell Speaks to Congress Today. 4 Things to Watch. (barrons)
  6. The Fed Can’t Fix What’s Driving Inflation. But It Can Start a Recession. (barrons)
  7. Dallas Cowboys Owner Scores on Billion-Dollar Natural-Gas Gambit (wsj)
  8. Investors’ Housing Bets Are on Shaky Foundations (wsj)
  9. Semiannual Monetary Policy Report to the Congress Chair Jerome H. Powell (federalreserve)
  10. Boeing CEO says the ‘drip, drip, drip’ of bad news for the stock should stop (marketwatch)
  11. Kraft Heinz (KHC) Sees Rare Upgrade at BMO Capital, Say Time for Some ‘R-E-S-P-E-C-T’ (streetinsider)
  12. Traders Return to Haven Playbook as Recession Risk Boosts Bonds (bloomberg)
  13. Nuclear Is The Future. Tiger and Bill Gates Know It (bloomberg)
  14. Billionaire investor Seth Klarman touts gold, blasts crypto, and questions the Fed’s resolve in a new interview. Here are the 7 best quotes. (businessinsider)
  15. JEFFERIES: Buy these 18 steady returning stocks to profit from an approach that’s overlooked and ready to stage a comeback from the depths of the bear market (businessinsider)