The Compound and Friends

BlackRock Reduces Risk, Apple Reaction, the Case for eBay, Yield Curve Un-Inverts

8 snips
Sep 10, 2024
Discover how BlackRock is pivoting strategies to mitigate risk amidst market turbulence. The discussion delves into stock compensation's impact on shareholder returns, focusing on tech giants and their challenges. Learn about the rising wave of cryptocurrency scams and the need for stronger protective measures. There's also insight into recent corporate dynamics, including stock buybacks and economic shifts, as well as Apple’s latest product announcements and market reactions to AI advancements.
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ADVICE

BlackRock Reduces Risk

  • BlackRock is reducing its US equity and growth exposure.
  • They favor value stocks and fixed income, signaling a cautious market outlook.
INSIGHT

Yield Curve Un-Inverts

  • The yield curve recently uninverted after a long period of inversion.
  • This doesn't guarantee a recession, but depends on whether the Fed is panic cutting.
INSIGHT

Declining Economic Headlines

  • While the economy seems fine overall, headlines are worsening.
  • The bottom rung of the economy is struggling, as seen with Ally Bank's drop.
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