January 2024
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Weekly Performance S&P 500 -1.52% Equal Weight S&P 500 (RSP) -0.83% NASDAQ -3.25% DOW -0.59% Russell 2000 (VTWO) -3.75% Talk of the Tape Although rate expectations were largely unaffected, Friday’s Payrolls dampened enthusiasm for stocks. Otherwise, the rotation out of the Magnificent Seven into other sectors with better risk-reward prospects continued. The Week Ahead Monday…
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As we close out 2023, I wanted to share my thoughts on what the year’s most consequential developments mean for the years (and, perhaps decades) ahead. Of course, I am talking about the advent of AI and the adoption of GLP-1s. Then, to conclude, I will leave you with the best piece of advice I…
Gorilla With Glasses 