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437: News of the Week 06/12/24



Thoughts on Sunday podcast on internet business investing:

  • Seems like a platform really suited for people with e-commerce expertise
  • I wouldn’t know how to evaluate or run an Internet business
  • Investing under a manager who knows what they’re doing might make sense, but we’d need to see the track record
  • I tend to think this is an area where you need to have operating expertise to be successful, even as a passive investor

Latest on the economy and markets:

  • When we spoke last week, we had just received the latest job openings report which showed some continued slowdown in the job market with decreasing (but still positive) job openings.
  • Since then, another labor market statistic, came in a bit hotter than expected in terms of payrolls added in the month of May
    • So we’re seeing some mixed data on the labor front as well as mixed data on various inflation measures
    • Generally speaking the economy, inflation and labor markets are cooling. But it’s not a necessarily smooth ride; there’s volatility as can be expected
  • Implications:
    • Chairman Powell will do a press conference Wednesday
    • The focus will all be on his messaging related to outlook as we head into the 2nd half of 2024
    • Most economists have been assuming 2 or 3 rate cuts in 2024; so there will be a focus on Powell’s messaging
    • The FED is likely to keep steady on the Fed Funds Rate in the months ahead
    • The FED is currently in its two-day FOMC meeting which is being held over Tues and Wed of this week
  • Overall, the trading markets have been stable over the past week:
    • Equity markets are up 1%-2% since last week depending on which indices you look at, S&P, Nasdaq, Dow…
    • The 10-year bond yield ticked up about 10 basis points in that time
    • Gold and Bitcoin are down a bit off their highs
  • One thing to note about the performance of the stock market this year is that strong positive performance has been very narrow
    • But if we look at which type of companies have fueled that gain, it’s all based on the very large cap stocks like Apple, Alphabet, Microsoft, Amazon, NVIDIA, META-  the companies with market capitalization in excess of $1 Trillion
      • In fact, those companies have gained about 40% in price YTD, while all other companies together (that are below $1 trillion market cap) have pretty much traded flat on the year. 
    • The real end game with AI is unleashing productivity for companies and therefore driving profitability
    • For example, the S&P 500 is up about 13% year to date in 2024
    • On the one hand, this is not reassuring since it’s so concentrated and it seems most companies are not doing all that well
    • On the other hand, it could be the case that the $1 Trillion companies are benefiting most right now from AI-driven earnings growth and that will spread across a much broader universe of companies in the coming months and years
  • What I continue to like in this investment environment is real estate
    • Buyers are able to negotiate better purchase prices, especially in situations where the seller is distressed
    • If inflation gets to a point where the Fed starts cutting rates, real estate prices will go up
    • If inflation remains an issue, well you want to own hard assets with leverage
  • I am optimistic about the equity markets over the longer term, because I think the US economy will continue to grow and we have the potential for AI to drive profitability over the next several years
    • In the short term, with rates uncertainty and elections upco


      Published on 1 year, 6 months ago






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