Performance!
February 9, 2024
The S&P 500 closed above 5,000 for the first time last week!
Get our…
Survey of Weekly Research
Feb 5-9
Gavekal Research: Party Like It's 1999?
Gavekal Research: The EV Implosion
William Blair: 2024 Global Outlook…
Chairman Powell on 60 Minutes
Fed Chairman Jerome Powell was interviewed on 60 Minutes yesterday. Here's the video:
And, the transcript:
Jerome Powell:…
Blockbuster Jobs Report!
Or was it?
The January employment report was released on Friday. The 353,000 jobs added were almost double what…
Performance
With January "in the can", it's time to assess what happened last month and what it…
Not-So-Great News
It was a busy day (1/31/24) on the news front.
The ADP Private Payrolls report came in below…
Performance
For the week ended January 26, 2024
Stocks and commodities posted gains last week, helped by a surprisingly strong GDP…
A Goldilocks Economy?
If this week's GDP report is any indication, it sure looks like it. GDP grew 3.3% in…
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