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Powell’s Rate Cut

Powell’s Rate Cut

Powell showed off his dance moves at Jackson Hole, confirming that rate cuts are coming. It’s like watching your dad try to be cool at a wedding—awkward, but you appreciate the effort. Now, we wait to see how markets react when the music stops.

Ankit Sinha
Ankit Sinha
Peloton & Zoom Boom

Peloton & Zoom Boom

Is there another pandemic I don’t know about? I wouldn’t be surprised, given the boom in shares of Peloton and Zoom Video. Snowflake’s strong quarter sent shares tumbling (obviously), and Williams-Sonoma is as upset about the housing market as your average home buyer.

Ankit Sinha
Ankit Sinha
Trump’s Economic Plan

Trump’s Economic Plan

Yesterday, we covered the economic policy proposal from Vice President and Democrat nominee Kamala Harris. Today, we run it back for round two with Republican nominee Donald Trump and his game plan for the economy.

Vyomesh Kumar
Vyomesh Kumar
Jackson Hole Buzz

Jackson Hole Buzz

The Kansas City Fed’s annual middle-of-nowhere conference in Jackson Hole begins tomorrow. Find out why all eyes are on Wyoming below.

Vyomesh Kumar
Vyomesh Kumar
AMD Takes Aim at Nvidia

AMD Takes Aim at Nvidia

AMD shares surged as Lisa Su & Co put Nvidia’s data center business in their crosshairs. McDonald’s has some new fans, while Sweetgreen suffers from being too healthy. Lastly, Carl Icahn just paid a not-so-Icahnic fine to the SEC. 

Vyomesh Kumar
Vyomesh Kumar
Housing Market Still Tight

Housing Market Still Tight

The housing market didn’t get much better in July despite recent spikes in mortgage applications. Your rate might be lower, but when supply growth slows by this much, prices have only one way to go…

Ankit Sinha
Ankit Sinha
Buffett’s New Pick

Buffett’s New Pick

Warren Buffett has a new favorite child, while Deere & Co’s earnings were abysmal, sending shares higher. B. Riley continued its Boeing-plane-level nosedive, and retailer Dillard’s is feeling the pain.

Ankit Sinha
Ankit Sinha
M&M Pop-Tarts?

M&M Pop-Tarts?

M&M flavored Pop-Tarts could be on their way to a store near you after this acquisition. UBS’s marriage with Credit Suisse is going well, but the Starbucks CEO transition isn’t as good as we thought. Finally, Chili’s needs our help. 

Inflation Falls Further

Inflation Falls Further

What’s that saying about beating a dead horse? I can’t remember, but these monthly inflation prints are starting to feel like we’re beating a dead cavalry. Wholesale inflation continued to fall in July, and for some line items, maybe by too much. We’ve killed the inflation beast; now, it's like we’re setting the body on fire.

Nvidia’s Cash Boom

Nvidia’s Cash Boom

Nvidia cannot stop printing cash for investors, and it turns out that Robinhood has been a huge beneficiary, too. Meanwhile, B. Riley Financial collapsed under the weight of its own idiocy, and JetBlue joins Uncle Sam in a struggle to raise cash.

Vyomesh Kumar
Vyomesh Kumar
Japan Dodges Rate Hike

Japan Dodges Rate Hike

Japan learned from its mistakes and avoided a macro bomb in the form of a potential rate hike. But, much like the Avengers, the BoJ still caused a lot of collateral damage. Find out what happened without all the jargon below.

Surprise Housing Market Shift

Surprise Housing Market Shift

You’re welcome. Apparently, the housing market had to wait until I signed the documents before allowing rates to fall. Either way, some great news in the most important asset class for American consumers gives us hope for housing.

Ankit Sinha
Ankit Sinha
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