Daily Comment
Daily Comment (February 22, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF Good morning! Markets are buoyant after a stellar earnings report from Nvidia, while Messi returns to action as the reigning Ballon d’Or winner. In today’s Comment, we discuss our reservations about the Magnificent Seven, give our reaction to the latest Fed minutes,… Read More »
Daily Comment (February 21, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF Our Comment today opens with an interesting development pointing to the long-term potential of hydrogen as a global fuel source. We next review a wide range of other international and US developments with the potential to affect the financial markets today, including… Read More »
Daily Comment (February 20, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF Our Comment today opens with a range of news items related to continued economic and security tensions between China and the West. We next review a range of other international and US developments with the potential to affect the financial markets today,… Read More »
Daily Comment (February 16, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF Our Comment today opens with more news of distorting, state-led policies in China and how they are affecting investors. We next review a range of other international and US developments with the potential to affect the financial markets today, including new moves… Read More »
Daily Comment (February 15, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF Our Comment today opens with a mysterious warning from Congress about a new, destabilizing military capability in Russia. We next review a range of other international and US developments with the potential to affect the financial markets today, including multiple economic reports… Read More »
Daily Comment (February 14, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF Our Comment today opens with new forecasts showing continued growth in the demand for liquified natural gas and how populist politics in the West could nix the resulting export opportunities. We next review a range of other international and US developments with… Read More »
Daily Comment (February 13, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF Our Comment today opens with several notes related to China, including changes to a key index of Chinese stocks. We next review a wide range of other international and US developments with the potential to affect the financial markets today, including a… Read More »
Daily Comment (February 12, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF With China and much of Asia celebrating the Lunar New Year, and with most of the US focused on yesterday’s Super Bowl, it’s a very slow news day, especially for economic and financial news. Our Comment today is therefore focused heavily on… Read More »
Daily Comment (February 9, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF Good morning! Equities are off to a great start, and Ravens quarterback Lamar Jackson was crowned MVP for the 2023 season. Today’s Comment analyzes the potential impact of CPI revisions, Yellen’s nonbank lender warning, and the geopolitical boost for chipmakers. Don’t miss… Read More »