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New Record for the Bond Market
A highly respected indicator, the spread between the 2 and 10-year Treasury yield, has been inverted for over 600 days and just surpassed the record set…
Mar 26
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Jacob Radke
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New Record for the Bond Market
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The Cocoa Crisis
You may want to take this as your opportunity to cut back on chocolate. Demand for chocolate is vastly outweighing the available cocoa supply, leading…
Mar 19
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Jacob Radke
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The Cocoa Crisis
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Gold at All Time Highs
Gold just crossed an all-time high.
Mar 12
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Jacob Radke
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Gold at All Time Highs
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The Impact of Adoption
To date, Bitcoin ETFs have over $40 billion in assets, and there has been impressive growth in new money coming into these funds.
Mar 5
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Jacob Radke
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The Impact of Adoption
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February 2024
Grounded in Fundamentals
Nvidia has outperformed every company in the S&P 500. Over the last 10 years, Nvidia has returned around 18,000%. The next best-performing stock, AMD…
Feb 27
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Jacob Radke
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Grounded in Fundamentals
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2023 Wasn’t Just Price
In 2023 there was around 15% of earnings growth. That’s a bit lower than the total return on the S&P 500, but multiples also expanded by 30%, and had…
Feb 20
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Jacob Radke
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2023 Wasn’t Just Price
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Green for 14 of the last 15 weeks
Over the last 15 weeks, going back to the end of October/beginning of November, the S&P 500 has increased by 22.07%. Of those 15 weeks, only one has…
Feb 13
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Jacob Radke
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Green for 14 of the last 15 weeks
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6 New All Time Highs in January
Yes, new all time highs clump together. In January we had 6 new all time highs on the S&P 500, and 1 in February as of Friday the 2nd.
Feb 6
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Jacob Radke
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6 New All Time Highs in January
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January 2024
Mega Cap Tech Reports Earnings
Starting today, Microsoft and Alphabet (Google) will report their fourth-quarter earnings. Then on Thursday, Meta and Apple, followed by Amazon on…
Jan 30
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Jacob Radke
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Mega Cap Tech Reports Earnings
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Magnificent 7 is Still Outperforming
Nvidia, the best-performing large-cap stock last year, is up over 20% this year. Meta, Microsoft, and Google are around 5-8% higher. Amazon isn't…
Jan 23
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Jacob Radke
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Magnificent 7 is Still Outperforming
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It’s What Could Propel Growth
This milestone could help push growth assets in 2024, a year that I had previously thought would favor less growth-oriented companies.
Jan 16
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Jacob Radke
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It’s What Could Propel Growth
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2024 the Year with 18% of Earnings Growth and Recession Forecasts
Both the consensus and my highly respected team at Goldman Sachs forecast around 18% earnings growth by the end of 2024.
Jan 9
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Jacob Radke
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2024 the Year with 18% of Earnings Growth and Recession Forecasts
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