Sign in with Google
bullish
Weekly Stock Bullfinder - Week of 11/14
SUMMARY
- This past week the news was dominated by political midterm election results and a brewing crypto market implosion but also featured a late week rally after a surprising CPI inflation print which beat estimates on Thursday.
- While pundits can posit various reasons for Thursday and Friday’s market rallies, there appears to be at least a few brewing catalysts that could carry positive momentum into 2023 which include 1) continued downside surprises in either CPI or PCE inflation data which would allow the Fed to back off its aggressive tightening campaign 2) steps leading to Chinese economy reopening reducing existing supply chain bottlenecks 3) steps leading to a ceasefire or peace agreement in Ukraine and 4) significant improvement in EU energy security situation resulting in lower EU inflation.
- In the near term, it appears as of this writing that political gridlock in Washington D.C. will be upon us for the next 2 years removing the worst case scenarios of any significant market-negative legislation (i.e. tax hikes, etc.) being passed.
Related Insights
More »Loading
Trending Collections
More »Trending Insights
More »- East Buy Holdings (1797 HK): Potential KWEB Deletion in June
- Laopu Gold (6181 HK): Heritage Luxury, Guochao Appeal. Key Facts, Financials & Valuation
- [Japan M&A] NTT (9432) Overpays To Buy Out NTT Data (9613) Minorities
- [Japan M&A] YAGEO Overbids Minebea's Overbid of YAGEO's Overbid of Minebea's Overbid - The Endgame
- [Japan M&A] MitCorp (8058) Buys Out Subsidiary Mitsubishi Shokuhin (7451) - Bad Process, Bad Price
Top Unpaywalled Insights
More »- The Polycrisis Era (2025–2028): Navigating a World of Overlapping Disruptions
- Our AI-Powered Accounting Risk Trading Strategy Beat the S&P 500 by 2.5x
- India-UK Free Trade Agreement: A New Era for India's Textile Industry
- The Rise of Quant Investing in Crypto w/ Truvius CEO Connor Farley | The New Barbarians #007
- New Research: Unlocking Quantitative Alpha in Cryptocurrency Markets
Discussions
(Paid Plans Only)
- Weekly Stock Bullfinder - Week of 11/1414 Nov 2022
x