📑 Research Notes for 2022-10-17
This week, we look at drying U.S. debt liquidity, the potentially contentious future debt ceiling debate, a rare whipsaw day in U.S. stocks, and the current state of venture capital markets.
We conduct extensive investment research and share the most interesting content that we come across every week. Here is a curated list of this week’s top observations.
Do not reply to this email with any service requests, contact us for support if needed.
The Most Powerful Buyers in Treasuries Are All Bailing at Once.
From Japanese pensions and life insurers to foreign governments and US commercial banks, where once they were lining up to get their hands on US government debt, most have now stepped away.
🔗 Source
U.S. Congress Could Be In For Bruising Debt-Ceiling Fight After Midterms.
If Republicans win control of the U.S. House of Representatives in November's midterm elections, they expect to use a powerful and potentially dangerous tool as leverage in their dealings with Democratic President Joe Biden: The federal debt ceiling.
🔗 Source
Wall Street Ends Up 2% After Rare Sharp Reversal on Thursday.
U.S. stocks surged to close more than 2% higher on Thursday, as technical support and investors covering short bets drove a dramatic rebound from a selloff earlier in the day.
🔗 Source
Venture-Capital Firms Buy Up Public Tech Stocks as Startup Market Stalls.
Venture-capital firms are jumping into the stock market, buying up battered shares in publicly traded tech companies at a time when they are investing less in the startups that have long been their focus.
🔗 Source
Last Week’s Market Performance Heatmap
🔗 Source
Curated by Joseph Lu, CFA®
Joseph is the founder and a managing director of Conscious Capital Advisors, as well as a CFA® Charterholder.
🔗 Connect with us on LinkedIn, Facebook, or Twitter.
Have a question about what we shared? Email us at info@consciouscapital.pro.
Do not reply to this email with any service requests, contact us for support if needed.
The information presented in this newsletter is for educational purposes only and is not a solicitation or recommendation for any specific security, product, service, or investment strategy.
Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to consult with a qualified financial advisor, tax professional, or attorney before implementing any strategy or recommendation you may read here.