$AMZN $GOOG $GOOGL $AAPL

Bill Baruch and Jannis Meindl on the latest economic growth data, wage trends and more ahead of the Fed. Bill and Jannis also share 3 actionable stock ideas: 1.) A high-growth enterprise software company, 2.) A growing consumer discretionary name with increasing product popularity, and 3.) America's dominant fast-food chain and its transformation into a franchise enterprise.

$NOW $DECK $MCD

What to make of yesterday's GDP print ahead of the Fed next week. Bill and I talk about the macro and 3 actionable stock ideas: Thermo Fisher in life sciences, CSX and trends in railway, and Cheniere Energy as US LNG exports ramp up.

Enjoy and have a great weekend!

$TMO $CSX $LNG $SPY $QQQ $TLT

Bill Baruch and I talk about the latest inflation data and how it ties into the economic trajectory. Bill and I also share 3 stock ideas: 1.) Wells Fargo in the context of the latest earnings report, 2.) Boeing in the context of commercial travel trends and defense, and 3.) Synopsys in the semiconductor design automation space.

Bill Baruch and I just wrapped up Episode 2 of Triple Play. On this episode, we cover 3 stocks: 1.) Stock in automation with 30+% of revs. coming from China, 2.) Infrastructure play with exposure to renewables, oil & gas, communications and more, and 3.) Financial services play with a duopoly in ratings and an oligopoly type setting in market intelligence.

Enjoy the episode and don't hesitate to share any feedback; we'd love to hear from you!

$CGNX $MTZ $SPGI $MCO $ROK

Happy 2023 Everyone! Bill Baruch and I just published our first episode of Triple Play, a podcast dedicated to macro, micro and technicals. We aim to provide actionable ideas on a weekly basis, and hope you enjoy the content!

This week we covered the U.S. economic backdrop, trends in AI, automation & energy, as well as how all of the former connect to portfolio allocation.

Enjoy!

$NVDA $ET $ROK $SPY $QQQ $TLT

Paul Wankmueller and I discuss the macro landscape ranging from treasury yields to credit spreads. We also cover the economic growth outlook in the context of the current services spending binge.

Check out my latest thoughts on the macro landscape published on Sunday.

Enjoy the read!

Paul Wankmueller and I discuss the latest indications that inflation may be in the process of quickly slowing down. The podcast puts the inflation story into context with the latest Fed speak, the Bank of England's intervention in the Gilt market, and much more.

Keep in mind that this piece was published last Sunday. Enjoy the read!