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The Collapse of Silicon Valley Bank March 16, 2023 - Which party will prevail? The Silicon Valley Bank dilemma, the second largest collapse of a financial institution in US history, kept the global business world on tenterhooks over the weekend. By midday on Saturday, Twitter users seemed to have agreed that the bank should be allowed to fail while ensuring that depositors were protected. This …
Optimizing Gains: TFC Investment Team’s Winning Approach with AI Insights March 8, 2023 - Good, Better, Best. Never let it rest. Until our good is better and our better is best. We had expected a positive result and set our take profit point at 33,600. However, given the current market price of 32,850, we are pleased with our AI and team’s decision to adjust our take profit point to …Optimizing Gains: TFC Investment Team’s Winning Approach with AI Insights Read More »
Hot, High and Longer March 5, 2023 - San Francisco Fed President Mary Daly made some candid comments today. She is part of the Fed’s core and was the first to announce a higher Fed rate in November 2021. Her recent comments are very optimistic, but that depends on the final data before the FOMC decision on 22 March.I am beginning to believe …
The Stage-3 Tightening Cycle March 4, 2023 - Cyclical conditions around the world and mispricing in the markets Let us start by saying that in many ways it’s going to be very, very difficult to achieve both strong growth and the low inflation that we have become accustomed to because all these inflationary forces are in the system. So what you are seeing …
The Inflation Tour: Post-CPI Results February 15, 2023 - Following on from our note on Tuesday’s inflation figures, all eyes are on these: The general consumer price index rose 0.5% in January, the most in three months. This is according to data released by the Bureau of Labour Statistics on Tuesday. Compared to the same month last year, the index rose by 6.4%. Combined …
The Inflation Tour February 14, 2023 - Let us look at these amazing facts. When the Fed started tightening monetary policy in March 2022, the unemployment rate was 3.6%. Since then, about four million net new jobs have been created and the unemployment rate is now 3.4%. However, inflation has not risen, it has fallen significantly; wage increases have moderated, not accelerated, …
FrontApp Inc Doubles Valuation At $1.7 Billion June 30, 2022 - FrontApp Inc is valued at $1.7 billion. Customer communications platform FrontApp has closed a new funding round that values the company at $1.7 billion. The funding round was led by Salesforce Ventures and roughly doubles the company’s valuation. FrontApp offers customer support software used by Lyft, Shopify and Airbnb, among others. The message is clear: …
Booming Buffet or Buffet Booming? June 28, 2022 - Warren Buffett increases his stake in Occidental Petroleum. Berkshire Hathaway has bought another $500 million in shares of Occidental Petroleum, according to a regulatory report. This purchase brings Buffett’s total investment to nearly $8.5 billion, or ~16% of the energy company. Buffett began buying Occidental Petroleum shares earlier this year and Berkshire now owns 152.7 …
FED Raises Interest Rates; Highest Percentage In 28 Years June 17, 2022 - Fed raises interest rates by highest percentage in 28 years. After weeks of speculation, the Fed raised its benchmark interest rate by three-quarters of a percent, the largest rate hike since 1994. The aggressive rate increase ends years of loose monetary policy that the Fed has used to try to curb historically high inflation. The …FED Raises Interest Rates; Highest Percentage In 28 Years Read More »
Tesla Plans 10% Layoff On Workforce June 7, 2022 - In a company-wide email circulated on Friday, Elon Musk announced his intention to reduce Tesla’s workforce by 10%. The announcement comes shortly after Musk’s call for employees to spend at least 40 hours a week in the office. Musk noted, “…this does not apply to those who actually build cars, batteries or solar cells.” We …
Justin Timberlake Closed a $100,000,000 Deal Selling Off His Album Collections May 30, 2022 - Justin Timberlake sells off his collection: a fund backed by private equity firm Blackstone has agreed to buy Justin Timberlake’s song catalogue for $100 million. The deal is the largest acquisition of music rights to date as investors get creative in search of uncorrelated returns and steady cash flow. It seems Blackstone’s limited partners did …Justin Timberlake Closed a $100,000,000 Deal Selling Off His Album Collections Read More »
China Cuts Policy Rates Amid Covid-19 Lockdown May 24, 2022 - China unexpectedly cuts policy rate amid Covid-19 lockdown. The People’s Bank of China has cut its benchmark five-year lending rate to 4.45% from 4.6%. This is the biggest cut since the rate was introduced into the bank’s policy arsenal in 2019. The move represents an unexpected turnaround in China’s monetary policy.Economists believe the rate change …
Terra Luna De-Pegging Sends Major Shockwaves May 11, 2022 - Terra’s stable coin, UST, falls below $1 for the first time since its launch. The value of Terra USD has slipped below the dollar mark, hitting a low of $0.69, exacerbating the crypto market’s overall decline.The Luna Foundation Guard (LFG), a non-profit organization responsible for maintaining the peg, announced its intention to lend $750m in …
Warren Buffett On The Move May 3, 2022 - BUFFETT’s BIG MOVE! Warren Buffett buys $51bn worth of stocks in the first quarter amid general market weakness. Berkshire Hathaway announced ahead of its annual meeting on Saturday that it bought more than $51 billion worth of shares in the first quarter. Excluding share sales during the quarter, Berkshire increased its stock holdings by $41 …
Crypto Adoption – BTC as Collateral May 3, 2022 - Crypto adoption on Wall Street is in full swing! Goldman Sachs makes first Bitcoin-backed loan as Wall Street warms to cryptocurrencies Bitcoin holders can borrow from Goldman in fiat currencies using BTC as collateral. The credit facility, which is tied to cryptocurrencies, carries the risk of liquidation if the bitcoin price falls too low and …
Netflix Crash April 23, 2022 - Many would say that the two-day collapse of the DJI was caused by the Powell speech. Even though the Powell speech contributed to the selling sentiment, remember that in times of high inflation, blue crisps and bonds have more upside; investors tend to shift their money into US30 companies or government bonds. Apart from this, …
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