This was a kind of weeks the place it actually felt like a month. A lot happening, from the inflation report rally to the beginning of Q2 earnings season. At Ritholtz Wealth we onboarded two new staff, an advisor in Charlotte, NC and a consumer service affiliate in Nashville, Tennessee. I’m off to the Hamptons for the weekend, however first! The perfect stuff we did on the positioning this week…
All new What Are Your Ideas this week, posted above. If you’d like the alert for once we’re going stay every Tuesday night at 5:30pm EST, click on this hyperlink and hit subscribe: The Compound on YouTube
We had Michael Cembalest on The Compound and Pals this week! Michael doesn’t do media – no TV, no radio, no interviews with the Wall Road Journal. He’s the top of analysis for JPMorgan asset and wealth administration, overseeing property beneath supervision of someplace between $3 and $ trillion. He works instantly with Jamie on numerous tasks and has spent the final 36 years at JPM. We’ve been informed that this is likely one of the finest episodes we’ve ever accomplished. We mentioned the economic system, AI shares, the worst experiment in capital markets, the most important dangers to the market, the 2024 election, and far more! Tell us what you assume!
You possibly can watch the brand new TCAF beneath or hear as a podcast.
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These are probably the most learn posts on the positioning this week, in case you missed it: