This was a kind of weeks the place it actually felt like a month. A lot occurring, from the inflation report rally to the beginning of Q2 earnings season. At Ritholtz Wealth we onboarded two new workers, an advisor in Charlotte, NC and a consumer service affiliate in Nashville, Tennessee. I’m off to the Hamptons for the weekend, however first! The most effective stuff we did on the positioning this week…
All new What Are Your Ideas this week, posted above. If you’d like the alert for once we’re going dwell every Tuesday night at 5:30pm EST, click on this hyperlink and hit subscribe: The Compound on YouTube
We had Michael Cembalest on The Compound and Pals this week! Michael doesn’t do media – no TV, no radio, no interviews with the Wall Road Journal. He’s the top of analysis for JPMorgan asset and wealth administration, overseeing belongings beneath supervision of someplace between $3 and $ trillion. He works instantly with Jamie on varied tasks and has spent the final 36 years at JPM. We’ve been advised that this is among the greatest episodes we’ve ever achieved. We mentioned the economic system, AI shares, the worst experiment in capital markets, the most important dangers to the market, the 2024 election, and rather more! Tell us what you suppose!
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These are essentially the most learn posts on the positioning this week, in case you missed it: