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- 😥 The Fed is already ruining your 2024
😥 The Fed is already ruining your 2024
⛽ Plus, America is the undisputed gas champion
Wyatt from Alts
04 Jan
Good morning. Yesterday, you got our 2024 outlook. which was the last of my three-part series to wrap up 2023 and look ahead to 2024.
ICYMI:
*past 24-hour performance
📰 Market Headlines
All the major indices lost ground yesterday “as markets second-guessed expectations for early interest rate cuts by the Federal Reserve, especially before more key economic cues this week.”
Most Asian stocks fell today, tracking steep overnight losses on Wall Street.
America led the world in natural gas exports in 2023.
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🕶️ Market Vibes
🎰 Market Forecasts and Futures
UBS sees AI revenue rising from $28B in 2022 to $420B in 2027
Traders are still pricing in a nearly 70% chance for a 25 basis point cut in March. That’s significantly higher than the market at Kalshi.
The price of copper is expected to rise by over 75% by 2025
The global sulfuric acid market is forecast to grow 2.7% per year through 2031, hitting $18.1 billion.
The brain implants market is forecast to grow 8.4% per year to $8.8 billion in 2031.
😱 Fear and Greed Index
🧠 What do you think?
Are you back to work or still coasting? |
🎤 What you said last time
I’m super curious about the 14% of you who think BTC will hit $100k this year but are choosing not to invest.
Yes, and I’m investing
“I think this year will be volatile, but there is a lot of potential for things to begin to improve. If not, then we are all doomed”
No, and I’m not investing
“Rat Poison Squared”
|
📊 Stocks
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Winners and losers
Earnings, upgrades, and acquisitions
Everything you need to know about the activist hedge fund battle at Disney.
Health insurer Cigna Group is in talks to sell its Medicare Advantage business to Health Care Service Corp (HCSC) for between $3 billion and $4 billion.
Rivian reported a slowdown in Q4 deliveries, sending the shares down 10%.
Market movers
Ford has recalled nearly 113,000 F-150 pickup trucks.
The labor power dynamic is shifting back toward employers in the US.
Xerox is laying off 3,000 people, or around 15% of its workforce. Shares were down 15%.
Equinor and BP terminated their agreement to sell power to New York state from their proposed Empire Wind 2 offshore wind farm, citing rising inflation, higher borrowing costs, and supply chain issues.
SpaceX launched its first batch of Starlink satellites that will be able to connect directly to cell phone
Ideas, trends, and analysis
Offshore wind turbines at two commercial-scale sites are now sending power to the U.S. grid.
The utility sector is undergoing a major transformation, and these are the trends equities investors should be looking out for.
Why oil prices aren’t mooning despite Middle East tensions.
The rise and fall of Alibaba.
Barrons says chip stocks are the best way to play AI this year.
📊 Income
Three REITs to avoid.
Three safe dividend stocks.
A few other dividend stocks that could survive a market crash.
📊 Crypto
Both Goldman and JPM are trying to get in on that sweet sweet BTC ETF action.
SEC approval grinds forward.
🌍 Global Perspectives
🇷🇺 🇺🇦 Russia and Ukraine swapped hundreds of prisoners.
🇮🇷 More than 100 people were killed and dozens more injured in Iran after two explosions went off near the tomb of Iranian General Qassem Soleimani. Iran blames the US and Israel.
🇨🇳 Can China woo back foreign investors?
🇾🇪 What is the Red Sea crisis, and what does it mean for global trade?
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💎 Wealth Watch
What you need to know about the new 529 college savings plans.
Tell your kid to become a CPA.
🗳️ Outside the Box
📺 What to Watch Today
📈 Trends you need to know
Search results are from our friends at Glimpse, my favorite way to spot trends.
Sustainable energy had a tough 2023, but there’s still lots of interest.
That’s all for today. Did we miss anything? Smash the reply button to let us know.
Cheers,
Wyatt
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