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| |  | | June 28, 2024 | | Daily Notes Dear Leah, Welcome to our end-of-the-week wrapup, where we break down the past week in "Daily Notes." What follows is a brief rundown of each day's notes, so you can quickly stay in the know. You can read each issue in full – including my “Idea of the Day,” Market Health Check, updates on our current model portfolio, and more – at your Innovation Investor subscriber site.
Monday, June 24 - Large-cap growth led the declines today in a rare switch-up.
- June Dallas Fed Manufacturing Survey flashes a rare worrisome signal on inflation.
- We saw signs today to suggest that a major market shift is starting to emerge in the stock market which could usher in a new class of stock market winners.
You can read these notes in full here. Tuesday, June 25 - June Philadelphia Fed Services Survey shows cooling input price pressures.
- The June Dallas Fed Services Survey also shows cooling inflation pressures.
- Housing prices are finally rolling over.
- Consumer confidence drops in June but remains on a general uptrend.
- Inflation expectations retreat in June.
You can read these notes in full here. Wednesday, June 26 - We're keeping today's Daily Notes short and sweet because I am traveling for a work project today and tomorrow.
- We have prepared our portfolios for this shift. We own a few AI builder stocks, but many more AI applier stocks.
- But we will continue to enhance our portfolios with more AI applier stocks in the coming weeks.
You can read these notes in full here. Thursday, June 27 - We love what we're seeing in the stock market right now..
- Money continues to rotate out of the Big Tech stocks and into the rest of the market.
You can read these notes in full here. Friday, June 28 - PCE and Core PCE inflation both fall to new lows in May.
- Today's spike in yields won't last.
- Donald Trump emerges as the favorite to win the White House in November.
- History suggests a Trump victory would be very good for small-cap stocks.
You can read these notes in full here.
Go to Your Subscriber Site |  | | Luke Lango
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