Month: November 2024

Election Winners & Losers 🇺🇸

November 6, 2024November 6, 2024 Ryan JueMarket Musings, Research#AI, #BigTech, #ChinaTension, #ElectricVehicles, #GoingGreen, #MadeintheUSA, #TrumpTrade

Trump won－so what does this mean for stocks?

October In-Review

November 4, 2024 Ryan JueMarket Musings, Research#AI, #BigTech, #Goldilocks, #LaborMarkets

The S&P ended October down -1% as AI spend sinks markets; investors bracing for election uncertainty, but we’re wary of labor markets.

AI Spending Woes 🤖

November 2, 2024November 2, 2024 Ryan JueResearch, Weekend Update#AI, #BigTech, #LaborMarkets

Markets slump as investors disagree with Big Tech’s AI spending