The stock market has been driven by AI. This week, we get consumer news via Walmart, Home Depot, and others.
Looking beyond these current numbers, the consumer will be in far better shape once the tariffs are struck down.
#StockMarket
#Economy
#Investing

open.substack.com/pub/dhtaylor...

I don't see any reason for $SLV to not go to $100 or higher eventually.

Strong bull trend currently

AI stock valuations are high, but not in 'bubble-concerning' territory. Historically, forward P/E ratios have been higher. Still, AI stocks that offer data services are rich and profits need to materialize.
#StockMarket
#Economy
#Investing

PCE Price index will be released Friday for September. Looking beyond, the tariffs will be struck down by the Supreme Court. That will reinvigorate consumer economic activity, while also dropping price pressures.
#EconFin
#Economy
#Stockmarket

Consumer sentiment has hit rock bottom, and may start to turn higher. Look beyond that. Very likely to see the tariffs struck down by the Supreme Court soon. Expenditures will increase from buying power without the tariffs. Consumer stocks will rise fast.
#FinSky
#EconSky
#Economy
#StockMarket

Is affordability a left-wing conspiracy? Actually, you can see how prices are outpacing incomes in this chart showing PCE Index (Red) versus inflation-adjusted personal incomes. Consumers cannot keep up.
#FinSKy
#EconSky
#Economics