EAMON TROY

EAMON TROY

Aug
11
Where have all the gamers gone?

Where have all the gamers gone?

Finding Opportunities in the Semis President Biden signed a new bill into law on Tuesday that provides ~$52B in investment
3 min read
Jul
29
Building Inflation-protected Portfolios - Blackrock in Focus

Building Inflation-protected Portfolios - Blackrock in Focus

This morning’s hotter-than-expected June PCE reading followed another 75bps Fed rate hike, adding renewed fervor to one of the
3 min read
May
09
Playing defense with drugmakers

Playing defense with drugmakers

Places to hide were few and far between to start the week, as the selloff that began last Thursday accelerated
4 min read
Apr
24
Get me out of the house

Get me out of the house

What happened?   A quiet start to the week descended into chaos Wednesday morning as markets reversed sharply following woeful earnings
7 min read
Apr
10
The yellow metal that's working. (Hint: it isn't gold)

The yellow metal that's working. (Hint: it isn't gold)

Quote of the week: “The Vice Chair is the policy pulling guard for the Fed”   - Steve Liesman, CNBC, reacting
6 min read
Mar
20
Noonum Week in Themes: a Rally in Growth, Chinese Tech, and Spending on Gas

Noonum Week in Themes: a Rally in Growth, Chinese Tech, and Spending on Gas

What happened? Let’s imagine you were incommunicado last week. Completely shut off from charts, any Bloomberg terminal, and chatter
5 min read
Mar
06
Noonum Week in Themes: Defense Spending, Travel, and Oil's Unstoppable Rise

Noonum Week in Themes: Defense Spending, Travel, and Oil's Unstoppable Rise

What happened? Developments in Ukraine continue to reveal the fragile interconnectedness of the global economy. Though Russia and Ukraine together
5 min read
Feb
27
Noonum Week in Themes: Cyber Strength, Energy Alternatives, and Surging Food Prices

Noonum Week in Themes: Cyber Strength, Energy Alternatives, and Surging Food Prices

What happened? Last week’s column posed several scenarios for the escalating conflict at the Ukrainian border, with speculation about
5 min read
Feb
21
Where can investors hide as tensions escalate in Ukraine?

Where can investors hide as tensions escalate in Ukraine?

What happened? For any market watcher attempting to forecast where stocks head over the next few months or predict the
5 min read
Feb
13
Travel is Back, Marijuana's Moment, and the Rout in Semis - the Week in Themes

Travel is Back, Marijuana's Moment, and the Rout in Semis - the Week in Themes

What happened? In the decade-plus that followed the 2007-08 Financial Crisis, the Federal Reserve showed extreme caution in nurturing a
4 min read