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NEWS

Morning Brief

Headline News: The S&P 500 futures are up 17 points and are trading 0.4% above fair value. The NASDAQ 100 futures are up 57 points and are trading 0.3% fair value. The Dow Jones Industrial Average futures are up 126 points and are trading 0.4% above fair value. Equity futures indicate a higher open as participants wait on the September Consumer Price Index at 8:30 a.m. ET. Treasury yields are lower currently, but investors will be focused on how rates react to the data. The 2-yr note yield is down one basis point to 4.99% and the 10-yr note yield is down three basis points to 4.56%. Israel said that the siege of Gaza will not end until all the hostages have been released, according to Reuters. Rep. Steve Scalise (R-LA) prevailed in the GOP conference vote, but House Republicans have doubts on whether Rep. Steve Scalise (R-LA) has enough votes to get elected Speaker, according to Politico. He needs 217 votes to win the Speaker position. (Michael Gibbs, Managing Director, Lead Portfolio Manager)   Markets: The S&P 500 rallied for a fourth day, closing at 4376.95, and is now well beyond the 20-day moving average at 4339.88. The September consumer… Read More

Enjoying Life in Retirement

These years are said to be some of the best years as you are enjoying your time with family and have either retired or are winding down.  Hopefully you have started some new hobbies and are enjoying family time and some new friendships.  Now that you are retired, and have saved your money, there are different financial items to review and prepare.

Morning Brief

Headline News: The S&P 500 futures are flat and are trading in line with fair value. The NASDAQ 100 futures are down 2 points and are trading roughly in line with fair value. The Dow Jones Industrial Average futures are up 29 points and are trading 0.1% above fair value. The stock market is poised for a higher open following yesterday’s afternoon rally. A drop in market rates has contributed to the positive bias despite ongoing geopolitical uncertainty around the situation in Israel and Gaza. The 2-yr note yield is down six basis points to 5.00%, and the 10-yr note yield is down eight basis points to 4.70%. WTI crude oil futures are down 0.6% to $85.95/bbl after climbing 4.0% yesterday. In other news, the IMF lowered its 2024 global growth outlook to 2.9% from 3.0%. China’s troubled property developer Country Garden missed another bond payment and warned of liquidity pressures, stoking concerns that it may end up announcing a restructuring of its offshore debt, according to Reuters. (Michael Gibbs, Managing Director, Lead Portfolio Manager)   Markets: The S&P 500 rallied sharply past resistance at 4355.31 and closed higher at 4335.66, while the RSI also closed much higher at 47.26 in… Read More

Morning Brief

Headline News: The S&P 500 futures are down 28 points and are trading 0.7% below fair value. The NASDAQ 100 futures are down 125 points and are trading 0.8% below fair value. The Dow Jones Industrial Average futures are down 175 points and are trading 0.5% below fair value. Stock futures indicate a lower open as participants react to the Israel-Hamas war. The bond market is closed today, but the U.S. Dollar Index is up 0.4% to 106.52, reflecting some flight to safety trading. Concerns about a wider regional conflict are driving a big move in oil prices. WTI crude oil futures are up 4.0% to $86.08/bbl. Market participants are also looking ahead to the September CPI report (Thursday) and the start of the Q3 earnings season later this week. (Michael Gibbs, Managing Director, Lead Portfolio Manager)   Markets: The S&P 500 rallied sharply off support at 4231.10 to close higher at 4308.50, and the RSI also closed higher in support of the rally at 43.22. The total volume was only 2,474,125,824, and the up volume was only 73% of the total. So, the buying was not as intense as we would have liked to have seen. Markets could be choppy… Read More

Dawg Blog: Lilly’s Counseling Session

Welcome to Lilly’s Counseling Session, where UGA alumni and Dawgs superfans John Lilly and Deven Patel preview this week’s game against the Kentucky Wildcats. Go Dawgs!

Morning Brief

Headline News: The S&P 500 futures are up 3 points and are trading 0.2% above fair value. The NASDAQ 100 futures are up 15 points and are trading 0.1% above fair value. The Dow Jones Industrial Average futures are up 39 points and are trading 0.1% above fair value. Yesterday’s afternoon bounce has carried over this morning. Stock futures have a positive disposition, keying off the notion that the market is still oversold in the short term and due for a bounce. Things could shift, though, after the release of the September employment report at 8:30 a.m. ET. Market participants will be closely watching the reaction of the Treasury market to this morning’s data. The 2-yr note yield is up two basis points currently to 5.03%, and the 10-yr note yield is up three basis points to 4.74%. The U.S. Dollar Index is down 0.1% to 106.28. Separately, WTI crude oil futures are flattish this morning, up 0.1% to $82.35/bbl. Copper futures are up 1.4% to $3.60/lb. (Michael Gibbs, Managing Director, Lead Portfolio Manager)   Markets: The S&P 500 traded within the current trading range of 4231-10-4261.07, and both levels were tested yesterday. The RSI index remained flat, while the internal… Read More

Morning Brief

Headline News: The S&P 500 futures are up 1 point and are trading in line with fair value. The NASDAQ 100 futures are up 20 points and are trading 0.2% below fair value. The Dow Jones Industrial Average futures are down 31 points and are trading 0.1% below fair value. The stock market is poised for a mixed open after yesterday’s gains. Treasury yields are down again this morning, but lingering concerns about rates staying higher for longer remain an overhang for the stock market. The 2-yr note yield is down three basis points to 5.03%, and the 10-yr note yield is down one basis point to 4.72%. WTI crude oil futures have extended their losses this morning, down 1.2% to $83.21/bbl. Looking ahead, the weekly jobless claims report will be released at 8:30 a.m. ET. Other economic data today includes the August Trade Balance at 8:30 a.m. ET and the weekly natural gas inventories at 10:30 a.m. ET. (Michael Gibbs, Managing Director, Lead Portfolio Manager)   Markets: The S&P 500 opened lower below support at 4231.10 but rallied sharply to close higher at 42653.75, and the RSI index moved out of the oversold zone, closing at 35.14. The index also… Read More

Morning Brief

Headline News: The S&P 500 futures are up 8 points and are trading 0.2% above fair value. The NASDAQ 100 futures are up 30 points and are trading 0.3% above fair value. The Dow Jones Industrial Average futures are up 52 points and are trading 0.2% above fair value. Stock futures indicate a higher open. Treasury yields had been pressing higher overnight, but recent price action has rates declining, which is offering some support to stocks. The 2-yr note yield is down two points from yesterday at 5.13% after hitting 5.18% overnight. The 10-year note yield is down three basis points at 4.77% after hitting 4.88% overnight. There is also a growing sense that the stock market is oversold on a short-term basis and due for a bounce. Following yesterday’s close, the House voted 216-210 in an unprecedented action to remove Kevin McCarthy as Speaker of the House. House business will be at a standstill until a new Speaker is elected, which is adding to the political uncertainty. The Reserve Bank of New Zealand left its official cash rate at 5.50%, as expected. The weekly MBA Mortgage Applications Index fell 6.0%, with purchase applications declining 6.0% and refinance applications plunging… Read More

Monthly Newsletter– Deven Patel

Welcome to the first edition of my Monthly Newsletter. I appreciate all of you for allowing me to fill your inbox with yet another thing you probably will never read. (Just kidding, hopefully.) Regardless, I wanted to provide everyone with something that I personally create every month, as opposed to a generic email or some other unoriginal newsletter type thing.

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