This was a kind of weeks the place it actually felt like a month. A lot happening, from the inflation report rally to the beginning of Q2 earnings season. At Ritholtz Wealth we onboarded two new staff, an advisor in Charlotte, NC and a consumer service affiliate in Nashville, Tennessee. I’m off to the Hamptons for the weekend, however first! The very best stuff we did on the positioning this week…
All new What Are Your Ideas this week, posted above. If you need the alert for after we’re going dwell every Tuesday night at 5:30pm EST, click on this hyperlink and hit subscribe: The Compound on YouTube
We had Michael Cembalest on The Compound and Mates this week! Michael doesn’t do media – no TV, no radio, no interviews with the Wall Road Journal. He’s the top of analysis for JPMorgan asset and wealth administration, overseeing property underneath supervision of someplace between $3 and $ trillion. He works immediately with Jamie on varied initiatives and has spent the final 36 years at JPM. We’ve been informed that this is among the finest episodes we’ve ever achieved. We mentioned the financial system, AI shares, the worst experiment in capital markets, the most important dangers to the market, the 2024 election, and rather more! Tell us what you suppose!
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These are probably the most learn posts on the positioning this week, in case you missed it: