This was a type of weeks the place it actually felt like a month. A lot occurring, from the inflation report rally to the beginning of Q2 earnings season. At Ritholtz Wealth we onboarded two new staff, an advisor in Charlotte, NC and a shopper service affiliate in Nashville, Tennessee. I’m off to the Hamptons for the weekend, however first! The perfect stuff we did on the positioning this week…

All new What Are Your Ideas this week, posted above. If you need the alert for once we’re going dwell every Tuesday night at 5:30pm EST, click on this hyperlink and hit subscribe: The Compound on YouTube

We had Michael Cembalest on The Compound and Associates this week! Michael doesn’t do media – no TV, no radio, no interviews with the Wall Avenue Journal. He’s the top of analysis for JPMorgan asset and wealth administration, overseeing belongings beneath supervision of someplace between $3 and $ trillion. He works instantly with Jamie on numerous initiatives and has spent the final 36 years at JPM. We’ve been informed that this is likely one of the greatest episodes we’ve ever accomplished. We mentioned the financial system, AI shares, the worst experiment in capital markets, the most important dangers to the market, the 2024 election, and rather more! Tell us what you assume!

You possibly can watch the brand new TCAF beneath or hear as a podcast. 

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These are probably the most learn posts on the positioning this week, in case you missed it: