Stocks coming off the first losing week in this holiday shortened week. It seems like market narratives are generally all about (1) if/when the Fed cuts and by how much, (2) CRE concerns and (3) whether all things AI might be a little bubbly. The 2Y is 4.66% and the 10y is 4.32%.
In M&A news the WSJ reported that CapOne will acquire Discover.
On the week ahead it's pretty light with the highlights as FOMC minutes, jobless claims and existing home sales. There will be plenty of Fedspeak in the mix as well.
Tue: nothing major
Wed: FOMC Minutes, fedspeak
Thur: Jobless claims, fedspeak
Fri: Existing home sales
XTOD: it's wild how there's people working on creating artificial general intelligence, miniature nuclear reactors, space warfare technology, and new types of monkey nfts and all four of them believe they're working on building the future
XTOD: Man, these Zuck memes today have me dying laughing. It turns out there are a lot of things money can’t buy. Here are my favorite memes:
XTOD: A pair of Trump Golds just sold in size 11 for $7,500, the current record.
Someone in Trump’s camp definitely had the right idea with limited edition, but missed on price.
XTOD: Chocolate prices are about to rise — and bars and boxes will shrink too — after wholesale cocoa prices jumped beyond their 46-year old peak, setting a record high
XTOD: "Success does not lie in sticking to things. It lies in picking the right thing to stick to and quitting the rest."
XTOD: Create an emergency fund equal to two years of living expenses and gradually increase it to five years as you increase your exposure to equities over time. If you need to spend money and you can't, that is a risk
XTOD: With rare exceptions, most of the miracles of humankind are long-term, constructed events.
Progress comes bit by bit. The silent miracle of humanity’s march is this: step by step, year by year, the world is improving.
XTOD: Don’t forget to report your income from illegal activities and stolen property as you’re doing your taxes this year
https://x.com/nope_its_lily/status/1759609111828926543?s=20
https://x.com/jspujji/status/1759341805839994954?s=20
https://x.com/darrenrovell/status/1759660533471498382?s=20
https://x.com/JavierBlas/status/1759597009240047995?s=20
https://x.com/joyofcompoundin/status/1759423718424535245?s=20
https://x.com/joyofcompoundin/status/1759556602120524064?s=20
https://x.com/greg16676935420/status/1759688234672505103?s=20
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