FA Alpha Daily:
Weekly Digest
Powered by Valens Research
This was yet another busy week for the U.S. stock market, especially with earnings season kicking into full swing.
Unfortunately for the Magnificent 7, this week wasn’t great as this group collectively lost $797 billion.
The culprit? AI spending.
Meanwhile, U.S. Treasury bond yields are up yet again.
This week’s FA Alpha Weekly Digest will cover those topics and catch you up on this week’s FA Alpha Dailies.
So without further ado, let’s get into it…
➡️ Kevin Warsh’s first public appearance as the new Fed Chair was met with expectations of a rate hike. However, a few words said in Portugal had traders changing their tune on interest rates yet again.
➡️ Digital payment processing is crucial to the global economy, putting this digital payments platform in a favorable position. However, investors seem to be taking a slightly pessimistic outlook on this firm.
➡️ Long-term career success is shaped by a commitment to continuous learning and growth. That’s why it’s important for financial advisors to make use of these career-driven strategies.
➡️ The best advisors don’t just present information—they build an emotional bridge through their words. Here’s why storytelling is a key skill every financial advisor must possess.
Meanwhile, here are other pieces of news that made the headlines this week:
- Mag 7 firms collectively lost $797 billion earlier this week due to a wave of selloffs due to investor concerns about the sustainability of massive AI spending.
- Meanwhile, oil prices hit $100 per barrel with the conflict in the Middle East escalating yet again.
- 30-year U.S. Treasury bond yields rose to over 5% as well.
That’s all for today’s “Weekly Digest”. See you next week!
Best regards,
Joel Litman & Rob Spivey
Chief Investment Officer &
Director of Research
at Valens Research
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