Where have all the gamers gone?
Finding Opportunities in the Semis
President Biden signed a new bill
[https://www.reuters.com/technology/biden-sign-bill-boost-us-chips-compete-with-china-2022-08-09/]
into law on
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
Playing defense with drugmakers
Places to hide were few and far between to start the week, as the selloff that
began last Thursday accelerated
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
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
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
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
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
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
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
