📑 Research Notes for 2023-02-06
This week, we look at a potential final leg for a bear market rally, red hot labor numbers, dealing with FOMO from the rally, and a new "age of scarcity".
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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Bear Market's Final Leg Looms As Weak Earnings Season, says Morgan Stanley.
Mike Wilson, Morgan Stanley Chief U.S. Equity Strategist & Chief Investment Officer, joins CNBC's "Fast Money" to discuss earnings season and the Fed's rate decision.
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Red-Hot Labor Market.
Bob Michele, JP Morgan Asset Management Head of Fixed Income & Erin Browne, PIMCO Multi-Asset Strategy Portfolio Manager questions whether the Fed will approach future rate hikes and dives into the effects of potential tightening. They also break down the most recent jobs numbers and discuss the continued pressure on the service side.
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Don’t Let the Fed Give You FOMO.
The Federal Reserve is slowing down. Don’t let that get your hopes up.
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The Age of Scarcity: Part 1.
In the coming decade governments will no longer hide behind the “invisible” hand of the market. They will be forced to make explicit choices on how society allocates resources.
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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.