Lessons from Investment Gurus

The Most Important Thing

 Successful investing requires thoughtful attention to many separate aspects, all at the same time. 
Omit any one and the result is likely to be less than satisfactory.

The idea of the most important things—each is a brick in a solid wall, and none is dispensable. 

How many rate cuts in 2024? 1, 2, or 3?

https://finance.yahoo.com/news/fed-dot-plot-suggests-central-bank-will-slash-interest-rates-two-more-times-in-2024-after-mega-50-basis-point-cut-182511834.html

How many rate cuts in 2024? 1, 2, or 3?  https://finance.yahoo.com/news/fed-dot-plot-suggests-central-bank-will-slash-interest-rates-two-more-times-in-2024-after-mega-50-basis-point-cut-182511834.html 1 2 3

Nikolas Kong

The implied odds of an interest rate reduction at the central bank’s September meeting surged to 90% from 72% heading into the speech. More than 50 basis points of easing are now priced in through year-end.

https://sherwood.news/markets/stocks-pop-as-fed-chair-jay-powell-signals-shifting-risks-may-warrant-rate/?utm_source=snacks&utm_medium=email&utm_campaign=snacks_20250825&utm_content=e874b7b9993dda6df17af4238966ca81

The implied odds of an interest rate reduction at the central bank’s September meeting surged to 90% from 72% heading into the speech. More than 50 basis points of easing are now priced in through year-end.  https://sherwood.news/markets/stocks-pop-as-fed-chair-jay-powell-signals-shifting-risks-may-warrant-rate/?utm_source=snacks&utm_medium=email&utm_campaign=snacks_20250825&utm_content=e874b7b9993dda6df17af4238966ca81

Small-caps are leading the way higher, with all major indexes up more than 1%....