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High expectations hang over the Magnificent 7
Er, not quite. But new highs anyway ¯\_(ツ)_/¯
Once again, optimism is everywhere
Investors naturally gravitate towards more defensive ideas and strategies in times of heightened market concern
Managers caught out in ‘painful’ rally as investors bet on quicker interest rate cuts
Consumers remain choosy and discounts are expected to hit record highs
Look What You Made Me Do, Kostin.
And the food stock crash
Weak relative performance underlines the challenges facing lenders
Always. But it’s now possible to imagine them getting better.
We’re sorry, ok
‘Bold’ move to cut fees to 0.03% means manager can go no lower without losing money, analyst says
Despite a strong economy, the market is 10% off its high. Why?
And a regime shift in risk-adjusted returns
A strong economy is not enough
US blue-chip index has been tugged lower by worries over rates, geopolitics and mediocre earnings
Investors as a group don’t act like individuals — their collective mind recognises risk as a historical constant
And how tight policy constrains supply
Growth is still strong. Why are equities falling?
Vix trading is headed for a record amid uncertainty over rally and the impact of rising rates on economic growth
Plus, growth stocks, rates and pricing power
Carpe nulla diem
Complexity of the product and the ‘casino’ nature of its ultra-short puts prompts concerns
Traditional valuations may not offer quite as precise a picture of how much companies are worth