Do Dominant Megacap Companies Spell Doom For Stocks?
Does the robust performance of stocks based on a minority of companies always led to a bad outcome? Concern should be paid to the lofty expectations baked into stocks.
Stocks rose as the Fed is likely to be more sensitive to economic softness than inflation. Odds of recession have fallen as the hurdle for Fed rate cuts is now lower.
Inflation Readings Complicate Rate Cut Timing For Markets
Markets fell due to higher inflation. While the Fed meeting outcome is set, new forecasts and Chair Powell’s comments will be parsed for clues to the timing of rate cuts.
Does The Jobs Report Signal Recession And A June Fed Rate Cut?
A jobs report bolstered the case for a soft landing and a June Fed rate cut but inches toward triggering a recession warning. CPI and retail sales will be watched.
Three Timeless Investment Lessons From Warren Buffett’s Annual Letter
Warren Buffett’s annual letter always contain tremendous insights. One lesson involves his investment in utilities and has echoes to the Berkshire Hathaway’s founding.
