Investing Made Simple
💸 Hiked expectations. Fed commentary setting table for aggressive #RisingYields likely erring on too hawkish to combat unabating #InflationFears. New forecasts projecting 75bps hike (0.75%). Markets freefall on Friday over potentially very hawkish incoming rate environment. 😬 Recession concerns. Surprisingly light earnings week as investors continue to turn attention towards #RecessionWatch. 10-year treasury yields continue to climb up +3% to new Read More
😳 Fearful markets. Widespread market fears of new macro environment with aggressive #RisingYields. While last two year’s mantra was “buy the dip”, 2022 looking more like “sell the rally”. S&P 500 fell almost -6% last week with every day ending down despite fleeting intraday gains. High-growth and tech heavy NASDAQ already in correction down -14% since mid-Nov Read More
😳 Bitcoin falls -25%. #Crypto leader Bitcoin fell -25% in past week and -50% since April all-time high. New restrictions, more regulation and nervous investors all contributing. 👟 Risk appetite waning. Overall S&P 500 only slightly down less than -1% last week, but #Flight2Safety sector rotation continues－Growth down -2% while Value up +1%. 🎭 Streaming plot twist. AT&T announced deal with Read More