My Notes
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So after the inflation data, it looks like the S&P 500 $^GSPC is going to beat the new ATH again today (if the positive sentiment holds). Investing in some ETF replicating the S&P 500 may not be as fun as stock picking, but then again I don't have that many positions that will beat +18% YTD this year 😄.
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Strictly DCA, sure. I think your strategy of adjusting the amounts is a reasonable one.
Quick info at the end of the first full week of December.
Stocks closed the first full week of December trading with a win today as investors viewed the monthly US jobs report positively and accepted the case that the Fed will start cutting interest rates next year. The US unemployment rate fell to 3.7% in November. Meanwhile, the economy created 199,000 jobs, up from the...
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FED vs INVESTORS
Another week ends and we also begin December 1, 2023, the last month of the year (so far growth), despite high interest rates. I took the liberty of choosing this headline because the situation looks like that to me now. On the one hand, investors who are flooding the market with optimism, and against them the Fed, which is still trying to keep the option on the...
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I don't foresee the Fed raising rates again. For November, stocks and ETFs like the SPY and NDX have been rising very nicely, so I would say most investors are in a positive mood that will remain for the rest of the year for sure.
Continuation of the 100th Anniversary Conference of the Division of Statistical Research in Washington DC - speech by Jerome Powell
One of the most watched men in US economics was scheduled to speak at this event on Wednesday and Thursday, 8-9.11.23. I have already added the summary for Wednesday and the markets remained fairly quiet. Today I will add a summary of his speech, a...
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The job market showed us results and helped us end the week in growth. 🚀
So friends, for once, good news too. The latest employment data is back in the US and it is slowly painting the picture all investors want to see and that is that the job market is cooling and so for the Fed this may mean no more hikes.
Only 150,000 jobs were added in October, falling short of expectations...
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Great news for the job market! 🙌 It's interesting to see how this impacts the Fed's decisions on rate hikes. The recent job growth moderation might indeed influence their stance. While the market is responding positively, I agree that some corrections could be on the horizon.
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US GDP grew at an annual rate of 4.9% in the third quarter, better than expected.
The U.S. economy notched a remarkable achievement in the third quarter this year, with growth exceeding the expectations of many economists and analysts. Gross domestic product (GDP), a measure of all goods and services produced in the U.S., grew faster than many had expected. This development...
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That's pretty positive news for the US, theoretically it could have a positive impact on the market as well, but after what Google has dropped in the last 5 days...it's hard to say
Have a nice ending Sunday and a successful start to another week full of results. 🍀💰
News from Saturday, 10/14/23 that jumped out at me and again around the Fed.
As we know, the Fed is scheduled to meet on 10/31-1/11. Originally it looked pretty realistic that another interest rate hike was coming. In the end, according to Bloomberg, the Fed is going to extend the pause. So now...
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Well, it seemed like it, but the reality was completely different... We finally saw a real sale on the market. But today it's green again.