(AI STOCKS ARE IN DAREDEVIL SPORTS RALLY MODE AND IT HAS INVESTORS WORRIED) August 18, 2025 Hello everyone WEEK AHEAD CALENDAR 2025 Federal Reserve Bank of Kansas City’s Economic Policy Symposium in Jackson Hole, Wyoming, on “Labor Markets in Transition: Demographics, Productivity, and Macroeconomic Policy” takes place Aug. 21-23. Monday, August 18 […]
Category Archives: Jacque’s Post
(SUMMARY OF JOHN’S AUGUST 13, 20205 WEBINAR) August 15, 2025 Hello everyone TITLE: Bubble Territory STRATEGY DINNER: August 22, 2025 – Lake Tahoe Strategy Dinner. Tickets: $249. To purchase go to the Store and click on “Luncheons” PERFORMANCE: MTD = 0.84% YTD = 53.28% Since inception = +8-5.17% Average Annualised Return […]
(IS DATA REAL OR JUST A CONJURING OF WHAT THE GOVERNMENT WANTS US TO KNOW RATHER THAN WHAT WE NEED TO KNOW) August 13, 2025 Hello everyone Does anyone remember the English series “Yes, Minister”? It cleverly highlighted the goings on inside a British government department, where we got to […]
(INVESTORS ARE WARY ABOUT MACRO EVENTS AND THE STOCKMARKET RALLY) August 11, 2025 Hello everyone WEEK AHEAD CALENDAR Monday, August 11 9:30 a.m. Australia Business Confidence Previous: 5 Forecast: 3 Tuesday, August 12 8:30 a.m. Consumer Price Index (CPI) Previous: 2.9% Forecast: 3.0% 8:30 a.m. Hourly Earnings final (July) 8:30 a.m. […]
(SAY GOODBYE TO THE ASX MONOPOLY) August 8, 2025 Hello everyone It’s a challenge that nobody ever expected to see. A rival to the ASX. But it’s welcome. Regulators are close to approving rival operators from overseas. So, what does that mean for Australian investors and companies? The corporate watchdog is […]
(GOOD EARNINGS VERSUS BAD DATA) August 6, 2025 Hello everyone As we have seen in the past week, earnings have been strong; however, economic data have not so much. As August is usually a time to take a vacation in the northern hemisphere, the markets will most probably pause and take […]
(STORM CLOUDS RAIN ON THE MARKETS AS AUGUST 1 TICKS OVER) August 4, 2025 Hello everyone WEEK AHEAD CALENDAR Monday, August 4 10:00 a.m. Durable Orders final (June) 10:00 a.m. Factory Orders (June) 7:30 p.m. Japan BoJ Meeting Minutes Earnings: Palantir Technologies, Vertex Pharmaceuticals, Axon Enterprise, Simon Property Group, Diamondback Energy, […]
(SUMMARY OF JOHN’S JULY 30, 2025, WEBINAR) August 1, 2025 Hello everyone TITLE – The Dog Days of Summer DINNER: August 22, 2025, Lake Tahoe Dinner. Tickets: go to Luncheons on John’s site to purchase. $249.00/ticket. TRADE ALERT PERFORMANCE July = +5.21% MTD 2025 YTD = +50.38% Trailing One Year Return […]
(THE EXCESS PHASE IN THE MARKET REVEALS THE NATURAL HUMAN INSTINCT OF GREED) July 30, 2025 Hello everyone Welcome to the period of frenzy in the markets. If you didn’t already know it, we are in the Excess Phase of the market. This phase can last longer than most anticipate, and […]
(AN EVENTFUL WEEK COULD SEE MARKET TURBULENCE IN THE NEAR-TERM) July 28, 2025 Hello everyone WEEK AHEAD CALENDAR Monday, July 28 10:30 a.m. Dallas Fed Index Earnings: Waste Management, Universal Health Services, Nucor, Cincinnati Financial Tuesday, July 29 8:30 a.m. Wholesale Inventories preliminary (June) 9:00 a.m. FHFA Home Price Index […]