Focus On The New Economy Silly

🚨 🚨 Focus On The New Economy Silly: The S&P 7, also known as the 7 largest tech stocks in the S&P 500, is up a massive 80% in 2023. Meanwhile, the S&P 493, or the remaining 493 companies in the S&P 500, is up just 4%
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Recession: The Experts Were Wrong

🚨 🚨 The Experts Were Wrong: Going into 2023, the conventional wisdom was that a recession was likely in store. Instead, it didn’t happen. What we’ve seen is continued disinflation, even as the economic growth and the labor market have remained robust. Now going into 2024, there’s growing optimism that a soft landing can be achieved
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OPEC: Saudis Are In A Fix

🛢️ 🛢️ Saudi Arabia is asking others in the OPEC+ coalition to reduce their oil-output quotas in a bid to shore up global markets but some members are resisting, delegates said
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Shein Files For IPO

👗 👔 IPO: Fast-fashion retailer Shein has filed confidentially with US regulators for an initial public offering that could take place next year
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Mark Cuban Leaves Shark Tank

🚨 🚨 Mark Cuban, one of the most popular personalities on the TV show ‘Shark Tank’, has announced his departure from the series after 16 seasons
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Options Traders Bullish On Nvidia

🚨 🚨 Investors Are Buying Nvidia Call Options And Selling Put Options
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The Bond Market Rally Of A Lifetime

💰 💰 The Bond Market Is Back With A Bang And We Advise You To Act, To Profit From The Rally Of A Lifetime
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Groceries Now Cost 32% More

🇺🇸 🇺🇸 Since 2020, US groceries are up 25%, used cars climbed 35% and rents roughly 20%. In 2020, a survey showed a 4-person household spent an average of $238.32 in a week on food at home. A similar survey in 2023 showed that figure had jumped 32% to $315.22
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Jan Hatzius: All Systems Go

🚨 🚨 Investors Take Note: The top economist at Goldman Sachs says the hard part is over, and that the soft landing will be achieved in 2024. As he sees it, we already have proof of concept that significant disinflation can be achieved without a substantial weakening of the labor market. And furthermore — in large part due to rent — more disinflation is already baked in for 2024
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