by adrian tout | Nov 12, 2024 | Inflation, Investing Lessons, Valuations, Warren Buffett
Words:1,421 Time: 6 Minutes Caution about market valuations Does the 10-year yield see inflation risks ahead? Some words on the fear of missing out… Let’s start with some emails I’ve received of late… “Adrian, this market is going crazy,...
by adrian tout | Nov 9, 2024 | Banks, S&P500, Trump, Trump Tariffs, US 10-Year Yield
Words: 1,882 Time: 8 Minutes Markets start pricing in Trump’s pro-growth agenda Global implications of Trump’s economic policies Things now looking very expensive Coming into November 5th – markets were tentatively pricing in a Trump win. For example,...
by adrian tout | Nov 2, 2024 | Economic Cycles, Employment, Real PCE
Words: 1,095 Time: 5 Minutes US consumer continues to drive the train Quarterly Real PCE and Wages rise YoY Low probability of a sharp economic decline in the near-term This week we received my preferred leading economic (and stock) indicator: real personal...
by adrian tout | Nov 1, 2024 | AI, Apple, Big Tech, Earnings, Generative AI
Words: 1,853 Time: 7 Minutes Investors not overly impressed with tech earnings Are stocks losing their mojo? Just how much hinges on Magnificent Seven earnings? Another month is now in the stock trader’s almanack. October – synonymous for delivering market...
by adrian tout | Oct 28, 2024 | Commodities, Geopolitics, Oil, Stocks, Warren Buffett
Words: 1,202 Time: 5 Minutes Counterintuitive reaction in oil market post Israel’s strike Economic concerns will overshadow geopolitics Occidental (OXY) long-term opportunity in a strong cash generation company Middle East tensions are rising. However, oil...
