Tradu’s Post

Read our latest blog on stocks to benefit from Budget 2024.

As a stock market investor, our concern is where to make money from budget 2024. This blog answers it. Read it here. https://lnkd.in/dcsf5u86

Stocks at highs, but headlines mask underlying weakness. Read John Lynch’s full #WeeklyMarketUpdate here: https://bit.ly/42EQIyl #ComericaWealthManagement #Comerica #InvestmentCommentary #MarketUpdate

Stocks at highs, but headlines mask underlying weakness. Read John Lynch’s full #WeeklyMarketUpdate here: https://bit.ly/42EQIyl #ComericaWealthManagement #Comerica #InvestmentCommentary #MarketUpdate

Stocks at highs, but headlines mask underlying weakness. Read John Lynch’s full #WeeklyMarketUpdate here: https://bit.ly/42EQIyl #ComericaWealthManagement #Comerica #InvestmentCommentary #MarketUpdate

Stocks at highs, but headlines mask underlying weakness. Read John Lynch’s full #WeeklyMarketUpdate here: https://bit.ly/42EQIyl #ComericaWealthManagement #Comerica #InvestmentCommentary #MarketUpdate

Having followed Bianco closely for more than a decade, one of the things I most appreciate about him is having the courage to propose non-consensus forecasts based upon data. One such comment in this interview is "A market that was pricing in 7 (Fed Funds) rate cuts a little over a month ago might (now) be looking at NONE to ONE before the end of the year." Definitely non-consensus. Along the same lines, Bloomberg’s John Auther’s GREAT daily investment commentary, POINTS OF RETURN (sign up for free here https://lnkd.in/g4BS-9rH ), included several charts today to help explain why the economy still does not appear to be markedly slowing despite aggressive tightening by the FED. I was particularly struck by one chart showing LONG periods where the Fed Funds rate stayed well above the prevailing inflation rate. IF inflation stops receding and even heads back up, even marginally (for example if broadly expected declines in rent and home prices do NOT occur), could that happen again?  

Check out our latest blog post featuring a list of stocks with low volatility and momentum for Feb 2024. We provide detailed data for BSE 500 and BSE 100 stocks, with three separate screener files available. Find out more at https://lnkd.in/eSJ553RW. #stockmarket #investment #finance

For 20 years, stocks and bonds were negatively correlated—when stocks went down, bonds went up. But that all changed in 2022. So where are investors looking to diversify their portfolios today? Private markets. Learn more in this week’s #OnTheMindsOfInvestors: https://bit.ly/3RmFCtp

For 20 years, stocks and bonds were negatively correlated—when stocks went down, bonds went up. But that all changed in 2022. So where are investors looking to diversify their portfolios today? Private markets. Learn more in this week’s #OnTheMindsOfInvestors: https://bit.ly/3VeQc75