Jason Jacobi and Mark Boyer discuss various economic and investing topics, including Christmas and their favorite holiday movies. They then explain the difference between disinflation and deflation. The conversation moves on to the bull market and the importance of diversification in investment portfolios. Moving onto the current state of the economy, including interest rates and […]
The equity markets continue to hum along with big news on the inflation front, and the hawkish tone of Fed Chair J. Powell seems to be slowly changing. In this week’s edition, we review: 1. Personal Consumption Expenditures (PCE) Cool 2. Earnings Season Recap 3. 5-Day Market Recap 4. Equity Market Insights 5. Magnifying the
Magnificent Market Movers Read More »
This week, we had a nice rally in the markets with the news of inflation cooling. In this week’s edition, we look at: 1. The market’s strong week, especially the RUT 2. Year-end reminders 3. The Consumer Price Index cools 4. Producer Price Index cools 5. The consumer story, spending, and habits moving forward dictating
Disinflation: The Early Christmas Gift Read More »
Adam Johnson is the Founder and Author of BullseyeBrief.com, a weekly investment letter that explores American Ingenuity through actionable stock picks. He also manages the American Ingenuity portfolio at Kensington Investment Counsel. Previously, he anchored several daily programs at Bloomberg Television, interviewing CEOs, heads of state, and prominent investors. During his three-decade career on Wall
Stars, Stripes, and Stocks: Unleashing American Ingenuity with Adam Johnson Read More »
Will surging bond yields stabilize, helping the markets? Jason discusses this and how we can look at the 10 & 30 yr. treasuries for hints. In this week’s edition, we also discuss: 1. Chevron’s purchase of Hess Corp. and what that means for oil in the coming decades. 2. Screaming hot GDP, or is it
Yields Need Stabilizing, So Does the World Read More »
This week, Jason Jacobi, CFP® & Mark Boyer welcome the most decorated women’s volleyball player ever and all-around wonderful person; Kerri Walsh-Jennings! **Topics discussed:** 1. Upbringing 2. Journey to Stanford University 3. The transition to beach volleyball from indoor. 4. Misty May Partnership and the most dominant run in volleyball history. 5. Injuries, Setbacks, and
Golden Sands: Unleashing Greatness with Kerri Walsh-Jennings Read More »
Will surging bond yields stop the Fed’s rate-hiking campaign? With all the uncertainty in the world, markets have digested that no one knows when the gloom will fade. Mark and Jason discuss the significant changes felt this past week and what it means moving forward. In this week’s edition, we discuss: 1. Will 10 yr.
Certain About Uncertainty Read More »
Bringing you the latest in market and economic news. In this week’s edition, we discuss: 1. War on Israel: impacts on equities, oil, and rates 2. Surging bond yields, what does it have to do with equity market leaders? 3. PPI & CPI report — Important Disclosures: The opinions voiced in this material are for
TCB: War’s Impact on Markets, Oil, & Interest Rates Read More »
Bringing you the latest in market and economic news. In this week’s edition, we discuss: 1. Global Markets 3rd Quarter Review 2. The Mess on Capitol Hill and What It Means 3. Japan’s Exciting Capitalist Agenda 4. Job Numbers Smash Expectations — Important Disclosures: The opinions voiced in this material are for general information only
