Tag: #BigTech

Time to Prove It

July 28, 2024July 28, 2024 Ryan JueResearch, Weekend Update#AI, #BigTech, #HarrisTrade, #RateCuts, #TrumpTrade

AI concerns surfacing as tech rotation leads another week lower

Robot Rebound️

April 28, 2024April 28, 2024 Ryan JueResearch, Weekend Update#AI, #BigTech

Markets rebound on strong #BigTech earnings bolstered by #AI

January In-Review

February 19, 2024April 9, 2024 Ryan JueMarket Musings, Research#AI, #BigTech, #Goldilocks, #HigherForLonger, #LaborMarkets, #RateCuts

The S&P 500 extended the end of 2023’s market optimum rising 1.6% to start 2024. We’ve seen that momentum continue into February.

Tech ‘N Jobs

February 4, 2024February 3, 2024 Ryan JueResearch, Weekend Update#BigTech, #Goldilocks, #RateCuts

S&P 500 hits new highs as tech and jobs overcome hawkish Fed

October In-Review

November 6, 2023November 6, 2023 Ryan JueMarket Musings, Research#AI, #BigTech, #ConsumerNoConfidence, #Goldilocks, #LaborMarkets, #RisingYields

#Goldilocks pessimism continues to weigh on October markets, but renewed optimism propelling November

NASDAQ Correction

October 29, 2023October 29, 2023 Ryan JueResearch, Weekend Update#BigTech

NASDAQ falls into correction territory on #RisingYields concerns and disappointing #BigTech earnings

Tech Correction

August 20, 2023August 18, 2023 Ryan JueResearch, Weekend Update#BigTech, #CreditCrunch, #Recession2023, #RisingYields

Markets fall again as investors worry the Goldilocks soft landing may not happen.

July In-Review

August 10, 2023August 10, 2023 Ryan JueMarket Musings, Research#AI, #BankingCrisis, #BigTech, #Flight2Safety, #LaborMarkets, #Recession2023, #RisingYields

The S&P 500 rose +3% in July as investors remained giddy the market was heading for the ideal “Goldilocks” soft landing.

Bank Beats

July 22, 2023July 22, 2023 Ryan JueResearch, Weekend Update#BankingCrisis, #BigTech, #ElectricVehicles, #Flight2Safety, #RisingYields, #RiskOn

Strong bank earnings and market rotation offset weakening high-growth.

April In-Review

May 11, 2023May 11, 2023 Ryan JueResearch, Weekend Update#AI, #BigTech, #FallingYields, #Recession2023, #RisingYields

Tentative start to April gives way to more bullish optimism with investors hungry to have their cake and eat it too.