Time After Time
There are positives to take away from some of the economic data and there are some negatives.
Twice As Hard
Over the past 12 months, investing has been easy if you just bought AI-related stocks. Moving forward, companies may find profits harder to generate and consumers may find earnings harder to come by.
Whatever It Is...It's Going To Be Big
There's a lot going in the world and many external factors that could affect markets going forward.
Market Leadership Change
Has the market moved on from AI? Probably not entirely, but there's definitely a new sheriff in town as other asset classes rise to the top.
The First Cut Is The Deepest
Be careful what you wish for, is the theme for this week's musings. The market got what it has hoped for from the Fed, now we'll see if history repeats or if this time it's different.
What Is True?
Market pundits, like many politicians, have their own version of the "truth" and often times, it doesn't match up with the data - which is always the best source of information.