The Weekly UPdate, June 2024

Weekly UPdate articles from June 2024, newest first.

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Markets and Economy

Nvidia Rally Continues

We added Nvidia (NVDA) to our Growth & Income and Growth model portfolios early last year. Since then, the stock price has soared. This year institutional investors continued to add NVDA to their portfolios on bullish fo

Anton Bayer · June 26, 2024 · 4 min read

Markets and Economy

Winners and Losers in May Retail Sales

The US Census Bureau released last week the advance projection May report of the Index of Economic Activity (IDEA) that includes information how consumers changed their spending last month. The advance report is released

Anton Bayer · June 20, 2024 · 6 min read

Markets and Economy

Consumers Are Changing Where They Spend

In 2013 we added Home Depot (HD) to our portfolios as builders were re-engaging their development projects following the 2008 Great Recession. Homeowners were also increasing their spending on their homes either preparin

Anton Bayer · June 12, 2024 · 7 min read

Markets and Economy

US Manufacturers Slowing as Global Grows

When a tsunami worldwide event like the recent coronavirus plague is followed by panic governments shutting down their society, you can expect years and sometimes decades before its impact is mostly neutralized. I say mo

Anton Bayer · June 5, 2024 · 5 min read

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