📑 Research Notes for 2023-01-30
This week, we look at the upcoming Fed meeting, the outlook on U.S. stocks, how to adjust a portfolio for a recession, and abnormal trading volatility in the previous week.
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.
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Why the Fed Should Raise Rates by Half a Percent.
The central bank can maintain flexibility and regain some credibility with a larger-than-expected increase next week.
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JPMorgan's Marko Kolanovic is "Outright Negative" on Stocks.
JPMorgan Chief Market Strategist Marko Kolanovic joins CNBC's "Fast Money" to discuss his outlook on the U.S. stock market.
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Adjusting Your Portfolio For A Pending Recession.
There's not a snowball's chance in hell we hit the lows in the stock market in advance of a big rally in bonds.
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NYSE, SEC Investigating Wild Moves at the Open.
The New York Stock Exchange is probing what caused wild price swings and trading halts when the market opened on Tuesday as shares for dozens of the biggest US companies suddenly plunged or spiked.
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Last Week’s Market Performance Heatmap
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Curated by Joseph Lu, CFA®
Joseph is the founder and a managing director of Conscious Capital Advisors, as well as a CFA® Charterholder.
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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.