This Week on TRB – The Reformed Dealer

This was a type of weeks the place it actually felt like a month. A lot happening, from the inflation report rally to the beginning of Q2 earnings season. At Ritholtz Wealth we onboarded two new staff, an advisor in Charlotte, NC and a shopper service affiliate in Nashville, Tennessee. I’m off to the Hamptons for the weekend, however first! The very best stuff we did on the positioning this week…

All new What Are Your Ideas this week, posted above. If you would like the alert for after we’re going reside every Tuesday night at 5:30pm EST, click on this hyperlink and hit subscribe: The Compound on YouTube

We had Michael Cembalest on The Compound and Buddies this week! Michael doesn’t do media – no TV, no radio, no interviews with the Wall Avenue Journal. He’s the top of analysis for JPMorgan asset and wealth administration, overseeing belongings below supervision of someplace between $3 and $ trillion. He works instantly with Jamie on numerous initiatives and has spent the final 36 years at JPM. We’ve been instructed that this is likely one of the finest episodes we’ve ever executed. We mentioned the financial system, AI shares, the worst experiment in capital markets, the most important dangers to the market, the 2024 election, and way more! Tell us what you suppose!

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These are essentially the most learn posts on the positioning this week, in case you missed it: