The Morning Call
11/19/24
The
Market
Technical
Monday in the
charts.
https://www.zerohedge.com/market-recaps/bitcoin-bullion-black-gold-bonds-bid-trump-trade-builds
Reasons to be worried.
https://www.zerohedge.com/the-market-ear/warrens-worried-should-you-be-too
Gold suffers worse
week in three years.
https://www.ft.com/content/760ec80b-68ef-471a-b712-23c4cc16d1ed
Whither gold?
https://www.zerohedge.com/the-market-ear/gold-post-trump-puke
Fundamental
Headlines
The
Economy
US
Month to date retail chain store sales grew
faster than in the prior week.
October housing
starts fell 3.1% versus expectations of -0.2%; building permits were off 0.6%
versus +2.5%.
The November housing index was reported at 46
versus estimates of 44.
International
October EU CPI was up 0.3%, in line.
Other
Consumers have money and they plan to spend it
during the holidays.
https://www.tker.co/p/household-finances-strong-holiday-shopping-preview
Prime and subprime auto loan delinquency
rates.
Interest rates, inflation and housing.
https://bonddad.blogspot.com/2024/11/whither-housing-look-at-interest-rate.html
Fiscal
Policy
Markets could have the final say of Trump’s
tax and tariff policies.
https://thehill.com/opinion/finance/4990672-trump-election-stock-market/
Cutting spending will be harder than you
think.
https://www.advisorperspectives.com/commentaries/2024/11/18/trump-inflation-problem
Inflation
The
battle against inflation has not been won.
https://www.zerohedge.com/economics/inflation-fire-not-extinguished-yet-far-it
Recession
Big four recession indicators.
https://www.advisorperspectives.com/dshort/updates/2024/11/15/the-big-four-recession-indicators
New Q4 nowcast---very close to ‘muddle
through’.
https://www.capitalspectator.com/slower-growth-expected-for-the-us-economy-in-q4/
Geopolitics
Ukraine fires US made missiles deep into
Russian territory.
We are going to get lots more escalation on
multiple fronts.
Bottom line
Stocks may be
rising but don’t get careless.
https://investorplace.com/market360/2024/11/stocks-may-be-melting-up-but-we-cant-get-careless/
If Buffett is selling, should we be buying?
https://www.zerohedge.com/markets/if-buffett-selling-should-anyone-be-bullish
Fiscal policy is
on an unsustainable path; how will it affect markets?
https://www.tker.co/p/household-finances-strong-holiday-shopping-preview
The obsession with
round numbers.
https://www.optimisticallie.com/p/the-obsession-with-round-numbers
News on Stocks in Our Portfolios
What
I am reading today
Quote of the day.
https://cafehayek.com/2024/11/quotation-of-the-day-4832.html
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for Survival’s website (http://investingforsurvival.com/home)
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