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Cirrus Business Group

Cirrus Business Group

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Business Management and Leadership Coaching. Cirrus Business Group is committed to helping build great organizations that are great places to work. While we are based in Atlanta, Georgia, USA, we have clients across North America, Europe, Australia, and New Zealand. In other words, we'll go just about anywhere to help people build a great organization. For more information including the services we provide, check out our website.
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In this episode, we walk through the outlook for US equities. In short, a very constructive outlook is really set up for us in terms of looking out to the rest of 2024. Part of this has to do with these bottoming of the profit cycle, and also the easy credit backdrop that we see. In addition, we also see a Fed that's likely to be more dovish. The i…
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While fundamentals remain constructive for the 2024 equity market outlook, intra-market rotations abound. The market’s thirst for AI tools and technology investments in 2023 played out in a dramatic fashion. A stabilizing profit cycle coupled with a supportive credit market allows investors to look more broadly at opportunities in equities. In shor…
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Jamie and Andrew end hurricane season by welcoming storm chaser Mitch West to the podcast! Mitch talks all about his experiences chasing storms and how he got into weather! Check him out on YouTube: https://www.youtube.com/c/MitchWestWeather Follow Mitch on X: https://x.com/SCweather_wx저자 WMBF News
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Soft landing and interest rate risk point to a Value tilt. A rebound in earnings expectations and better-than-expected economic data have been hinting at a stabilization in the profit cycle. While a bottoming profit cycle is critical to a fundamental shift away from Growth to Value, a spike in rates is the accelerant to a break in speculative strat…
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The current run-up in the market appears to be an echo of the Y2K/Internet melt-up. In both periods, we experience a dramatic surge in Technology spending, effectively pulling technology consumption several years in advance, and allowing markets to chase the sector with reckless abandon. In both instances, a sharp break occurs followed by a major d…
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Key Takeaways: -Testing for aftershocks – watching credit and regional bank ripples. -Quality Bet Amplified as Capital Markets “Join” in the Tightening Cycle. - The Sell-side is behind the Curve; Earnings Expectations to Roll Lower before they Bottom. - Fed Offset Limits Rate Risk for the Growth Investor; Growth Strategies Get a Short Reprieve. - L…
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