Feel Better: High Interest Rates Won’t Kill Stocks | RSS.com Inflation is much more important. Stocks have done well in both rising and falling interest rate environments. Inflation is the bigger danger, and the Fed is fighting it hard. Good news: Stocks do very well in falling inflation environments—and we should be heading into one. […]
Author Archives: Jason Kelly
Feel Better: High Interest Rates Won’t Kill Stocks
Posted in Inflation, Kelly Letter Podcast
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Is the FedEx Warning Bad News or Good?
Is the FedEx Warning Bad News or Good? | RSS.com There’s more to it than advertised. Sure the shipping giant’s revenues are down, but is it really because of a recession or about people shopping online less after the pandemic? Even if it is due to an economic slowdown, isn’t that what the Fed wants? […]
Posted in Kelly Letter Podcast
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How High Will Interest Rates Go?
How High Will Interest Rates Go? | RSS.com About as high as investors thought last spring. Emotions are running hot, bouncing from expecting the Fed to get more aggressive to expecting them to slow down, but projections haven’t changed. ——— Links to Resources Mentioned “Consumer Price Index – August 2022,” Bureau of Labor Statistics, September […]
Posted in Federal Reserve, Inflation, Kelly Letter Podcast
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The Future of Streaming
It’s beginning to look a lot like cable. 85% of US households have at least one video streaming subscription. Many subscribe to five or more. The fastest growing segment of streaming is ad-supported, and Netflix and Disney are both about to start running ads as well. The total price of a household’s streaming subscriptions, the […]
A Peek at The Apple Car
Apple’s electric vehicle project is codenamed “Titan.” It began in 2014. The company has devoted more than 5,000 employees to it over the past five years or so, most of whom work at a secret location not far from Apple’s headquarters in Cupertino, California. The car will be a fully autonomous self-driving vehicle, at the […]
Posted in Kelly Letter Podcast, Technology
Tagged AAPL, Apple Car, self-driving cars, Titan
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