The Morning Call
8/10/21
The
Market
Technical
Monday in the
charts.
https://www.zerohedge.com/markets/crypto-soars-stocks-bore-bullion-bears-roar
Fundamental
Headlines
The
Economy
US
Preliminary read
on Q2 nonfarm productivity showed it up 2.3% versus estimates of +3.5%.
The June JOLTS
(job openings) report show 10.1 million available jobs versus expectations of
9.3 million.
https://www.calculatedriskblog.com/2021/08/bls-job-openings-increase-to-series.html
The July small
business optimism index came in at 99.7 versus consensus of 102.5.
International
The August EU economic
sentiment index was reported at 42.7 versus 61.2 in July; the August German economic
sentiment index was 40.4 versus forecasts of 56.7.
Other
Fiscal
Policy
Don’t believe the narrative that the
infrastructure bill is ‘paid for’.
The infrastructure bill’s impact is likely to
be limited.
The
coronavirus
Some updated data on the virus.
https://www.advisorperspectives.com/commentaries/2021/08/06/covid-consumer-headache
Promising new covid drug.
Bottom line
Is this as good as
it gets?
Why it makes sense
to be hedging your bets.
A world awash in capital.
https://ritholtz.com/2021/08/so-much-cash/
News on Stocks in Our Portfolios
FactSet Research
Systems (NYSE:FDS) declares $0.82/share quarterly dividend, in line with previous.
What
I am reading today
Woke
politics and the military.
The importance of rejuvenation.
http://traderfeed.blogspot.com/2021/08/the-importance-of-rejuvenation.html
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