Jerome Powell was nominated again. Investors comfortable with “more of the same.” Plus — inflation, Bitcoin and skydiving in today’s links!
interest rates
PTJ on Inflation: “Inflation is not transitory”
Investment icon PTJ on inflation: the single biggest risk for investors… Plus, thoughts on the stock market, Bitcoin and NYC
Making Sense of the “Ernie & Bert Market”
The Ernie & Bert Market has set off a chain reaction creating both opportunity and risk. Make sure you understand how to connect the dots!
10/14 Links: Record Share Buybacks
US companies announced a record $870 billion of share buybacks. Todays links include Fed tapering, holiday spending, a Bitcoin surge & more!
ARKK Review Part III: The Storm Hits Wall Street
Some of ARKK’s top holdings have been trading sharply lower. As interest rates pick up, tech stocks are weakening. Let’s review a few more of ARKK’s top holdings.
You May Not Care About Rates… But You Should
If you’re excited about a growth stock or technology investment, you might not care about interest rates. But Wall Street’s favorite formula for pricing these stocks is tied directly to changes in interest rates.