GLOBALT Investments’ Post

📢 Exciting News! 📢 Yesterday, David Waddell talked with Nicole Petallides on Schwab Network's "The Watch List." David provided an insightful analysis of the Fed's announcement and shared his expectations for Jerome Powell's remarks, toggling from #inflation trends to the impact of #AI and Microsoft's latest developments. 💡📈 Catch the full segment at the link below 👇   #Economy #FederalReserve #MarketInsights #WealthAdvisory #TheWatchList #DavidWaddell https://lnkd.in/eauj-hPS

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Title: Fed Meeting Spotlight & Market Watch This Week 🚀 This week, eyes are glued to the Federal Reserve's meeting, a pivotal moment with interest rates expected to hold steady. Amid hot inflation, the focus shifts to the dot plot, predicting future financial moves. Will the Fed push for a higher-for-longer approach? 🤔💹 Investors also watch housing numbers & a packed earnings calendar, including tech giants & retail leaders. Plus, IPOs like Reddit's debut & Nvidia's tech showcase at the GTC conference. A week of potential shifts & insights for the market! #Finance #FOMC #Earnings #IPOs 🏠

J.D. and impact of Qualitative Easing. I mostly agree. With one exception: Inflation is a global conundrum irrespective of local policy AND, for the most part, inflation is a corporate construct to optimize profits to ensure attractive stock valuations. S&P is in a bubble on Nvidia and other high promises. Most likely, this will pop soon and whoever is in the White House in 2025 can claim their pittance. But in the end, this is just one more facet of a entropic cycle that will repeat itself every six to eight years. With little sand grains blinding our collective vision again and again and again. https://lnkd.in/g9sDc3Pa

In a recent appearance on "Bloomberg Technology," Nicole Webb, Senior Vice President and Financial Adviser at the Wealth Enhancement Group, shared insights on the forthcoming tech earnings season. Webb highlighted the significance of understanding the distinct business models of key players, such as Microsoft, as investors prepare for the upcoming reports. She underscored that this earnings season will play a pivotal role in shaping company valuations moving forward. As the tech sector braces for these results, the focus on individual business strategies may provide critical context for assessing performance and future growth potential. #TechEarnings #Investing #FinancialInsights #BusinessModels ---------------------- Learn more here: https://lnkd.in/e8UJdi4f

While the debate around the strength of the US economy continues, it's important for investors to stay focused on the market opportunities that lie ahead. Thank you Scott Wapner and CNBC for having me on the Closing Bell today where we discussed small caps, tech, and the areas of innovation that will lead this market higher. Link to clip below: https://lnkd.in/eKkxNwKz CRC #: 3908388

Interesting WSJ article on the effects (or lack of them) of higher interest rates on big tech vs. the rest of the S&P. And mention-of course-of the AI effect on big tech vs the rest of the market.

📊 MARKETS: Sentiment Steady 📈 Stocks closed near unchanged after a strong week on the back of Nvidia earnings strength. 💼 Another week ends and the investor enthusiasm that has driven gains so far this year continues. 🌟 The economy is good, earnings are growing, inflation is slowing, and cash levels in money market funds are large. 💰📊 This sentiment expects the gains to continue. 🚀 Normally, when sentiment is this high, a short-term peak is usually on good news and not bad news. Post the inflation data two weeks ago, we should look for a day when good news is sold surprisingly. 📉💭 The potential catalysts are the PCE this week and the beginning of February economic data later this week. 📅 #MarketSentiment #InvestorEnthusiasm #EconomicOutlook #PCEData #LinkedInFinance

A Short Course of Financial and Real Economics, Inequality, and Politics   Since last week the focus has been on a substantial stock market pullback. Is there any connection to traditional economic indicators or corporate finance ratios like real GDP growth or P/E, etc. (see the post below)? Well, if there is any connection, it is usually of secondary importance. In reality the most important metric for financial markets is the rate of growth of available liquidity or simply available money (see the picture in my comment to the original post below) rather than any economic indicator or corporate finance ratios. You might have a stagnant economy and a booming stock market.   If there is too much liquidity or money around, it will always chase too few investment opportunities, even if these opportunities are fundamentally overvalued.   That is why the most important financial indicator is long-term interest rates because they reflect the price of long-term money.   In real economy the most important indicator is the growth rate of labor productivity because it determines the growth rate of your real wage and your economic well-being.   So what do we have right now?   The financial sector: we have a lot of liquidity around. That is why long-term interest rates are very modest from a historic perspective despite a huge pile of accumulated debt, while the stock market is booming   The real sector: a long-term trend of declining rates of labor productivity, a long-term trend of declining real wage growth, a long-term trend of declining rates of real GDP growth. That is why real-economy borrowers, who have accumulated huge debt obligations to finance their consumption, may perceive these historically very modest long-term interest rates as very high.   If you own real assets and you are able to substantially reduce your labor costs by outsourcing manufacturing abroad or by attracting immigrant labor, you might feel just fine by enjoying higher corporate profit margins.   If you own financial assets, you might enjoy rising asset prices because there is a lot of money around. A rise in financial asset prices might exceed a rise in consumer prices, so you might enjoy rising wealth in real terms.   If you primarily sell your labor, you might face stagnant or even declining rates of real wage growth because the real economy has been stagnant, while you have been competing with foreign and immigrant labor.   As a result, if you are primarily an asset owner, you tend to defend globalization, inclusivity, and diversity.   If you primarily sell your labor, you tend to defend traditional values, protectionism, and strong borders.   That is the source of today's inequality and unstable politics.   "Politics is the most concentrated expression of economics," Lenin :) #economy #markets #stocks #politics #macro #finance #liquidity #productivity #debt #wage #labor #capital #asset #inequality #globalization #inclusivity #diversity #border #protectionism #values

📊 Beyond Tech: The rally is broadening! More companies are outperforming, which is great news for investors. It's not just tech leading the charge. Dive into the details of a more resilient bull market.