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Jan 26, 2024 | 
invesbrain.com | Lance Roberts |Tyler Durden
As money market account balances soar, the mainstream media again proclaims, "There is $6 trillion of cash on the sidelines just waiting to come into the market."No? Well, here it is directly from YahooFinance:"The growing pile of cash in money market funds should serve as a strong backstop for the stock market in 2024, according to a recent note from Fundstrat's technical strategist Mark Newton.
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Jan 16, 2024 | 
invesbrain.com | Tyler Durden |Lance Roberts |Dan Weil
US equity futures fell for a second day as the dollar rose to a one-month high and as 10Y yield pushed back over 4.00% after various central banks pushed back against bets on aggressive interest rate cuts. As of 7:30am, S&P futures were down 0.4%, well off session lows, while Nasdaq futures lost about 0.5%. Meanwhile, Brent rose to around $79 a barrel as Houthi attacks on ships in the Red Sea keep tensions high.
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Jan 12, 2024 | 
invesbrain.com | Elizabeth Anderson |Tyler Durden |Lance Roberts
In the most recent BLS employment report, the percentage of full-time jobs relative to the population dropped sharply. The robust headline number of 216,000 led most media commentators to suggest a "soft landing" is at hand. However, the decline in full-time employment suggests recession risks are higher than thought. To understand why such is the case, we must first review why the current economic environment remains stronger than anticipated.
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Nov 3, 2023 | 
invesbrain.com | Lance Roberts |Gareth Jenkinson |Arijit Sarkar |James Van Straten
The recent #MacroView blog noted economists are increasingly confident the economy will avoid a recession. Such is due to strong job and retail sales data. Even Jerome Powell, in his recent speech, made note of the strength of the data. To wit:"Additional evidence of persistently above-trend growth, or that tightness in the labor market is no longer easing, could put further progress on inflation at risk and could warrant further tightening of monetary policy.
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Oct 20, 2023 | 
invesbrain.com | Lance Roberts |Alex Hoffman |Kenny Fisher
→ Ex- Olema Oncology chief Cyrus Harmon has resurfaced as CEO of Vilya, a Seattle-based macrocycle biotech from David Baker's lab that raised a $50 million Series A last August. Harmon co-founded Olema in 2007 and he moved into the role of chief technology officer when Sean Bohen was hired as CEO three years ago. He then shifted to chief research officer until Olema restructured in March and laid off about 25% of its staff.
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Sep 22, 2023 | 
invesbrain.com | Lance Roberts |Tyler Durden |Daniel Kline
I say this from first-hand experience. During the pandemic, the U.S. government violated my free speech rights and those of my scientist colleagues for questioning the federal government's COVID policies. American government officials, working in concert with big tech companies, defamed and suppressed me and my colleagues for criticizing official pandemic policies - criticism that has been proven prescient.
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Sep 20, 2023 | 
invesbrain.com | Tyler Durden |Lance Roberts
2020Sept. 22, 2020: U.S. Centers for Disease Control and Prevention (CDC) identifies myocarditis as an adverse event of special interest, or a potential side effect. Oct. 30, 2020: U.S. Food and Drug Administration (FDA) identifies myocarditis as an adverse event of special interest. December 2020: One case of pericarditis reported to the U.S. Vaccine Adverse Event Reporting System (VAERS), which is co-managed by the CDC and FDA. Dec.
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Sep 10, 2023 | 
invesbrain.com | Jesse Coghlan |Lance Roberts |Helen Partz |Ezra Reguerra
Okay, I took a little poetic license, but the point is that while we try, predictions of the future are difficult at best and impossible at worst. If we could accurately predict the future, fortune tellers would win all the lotteries, psychics would be richer than Elon Musk, and portfolio managers would always beat the index. However, we can analyze what occurred previously, weed through the noise of the present, and discern the possible outcomes of the future.
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Sep 8, 2023 | 
invesbrain.com | Ross Falconer |Lance Roberts
The following article was published by Future Travel ExperienceRenowned as the "CES of Aviation", the exhibition at FTE Global - taking place in Los Angeles on 19-21 September 2023 - will be our biggest and best-ever, with over 100 exhibitors and sponsors confirmed. Renowned as the "CES of Aviation", the exhibition at FTE Global - taking place in Los Angeles in less than two weeks (19-21 September) - will be our biggest and best-ever, with over 100 exhibitors and sponsors confirmed.
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Sep 4, 2023 | 
invesbrain.com | Helen Partz |Lance Roberts |Elizabeth Anderson
Mega-cap stocks continue to dominate the market in 2023. The question is, why? After all, many other great companies have arguably much better valuations and fundamentals. Yet, those companies continue to lag the market's overall returns as the bifurcation between the Mega-cap companies and everything else widens. The chat below clarifies the problem, which compares the market-capitalization weighted index to the equal-weight.
