Becker Private Equity & Business

In this episode Scott Becker shares the lasted news and stats on the COVID-19 pandemic and the Omicron variant.

In this episode Scott discusses:

Markets up yesterday in a recovery from Friday.

Futures point down today as renewed concerns re Omicron.

Initial reports show the illness from Omicron may be milder but the spread more significant.

The 10 year treasury yield rose about 5 basis points yesterday.

The CEO of Microsoft Satya Nadella sold half of the shares he owns in Microsoft for $285 million.

Jack Dorsey resigns as CEO of Twitter.

Covid deaths were back up to 1,800 plus yesterday.

Euro Zone inflation hit a record annualized rate this past month.

As you look at the potential spread of Omicron or truly any crisis, it should remind households, companies, and governments to try and stay anti fragile and keep debt at rationale levels.

In this episode Scott Becker discusses how everyone is hopeful that the market will rebound today after a very bad Friday.

In this episode Scott Becker discusses 7 points on private equity buyouts.

In this episode Scott discusses:

Futures point up this AM on hopes of a rebound from Friday.

Friday was the worst day in the markets all year.

The 10 year treasury bond will open 14 plus basis points lower than it opened on Friday.

Investors have substantially increased their margin investments in stocks which can exacerbate any downfall in the markets.

Travel stocks particularly got battered on Friday.

Bitcoin is up 4.42 percent today after getting hammered Friday.

Japan has fully closed its borders to foreigners while it assesses the Omicron variant.

One strategist Ken Lerner said it best "hard to say how lasting or impactful the latest variant will be".

Pre-Omicron, Covid was already heading back up. Average cases for the last 7 days were at 72,000 a day but that is significantly underreported as holiday stats and Sunday stats are always low.

London and European markets rebounded today.

In this episode Scott Becker discusses the increased cost of Thanksgiving this year.

In this episode Scott Becker discusses the latest news and updates on The Fed.

In this episode Scott discusses:

Futures point down this morning on all three major indexes.

New jobless claims came in at a pandemic low of 199,000.

Bank of America continues to point up on interest rates rising.

The 10 year treasury yield closed at 1.66 up almost 14 basis points over the last 2 days.

Best Buy dropped nearly 12 percent on slowing projected growth and slightly shrinking margins.

Zoom dropped 15 percent yesterday on slightly slowing growth.

The falling stock of Zoom and Best Buy despite very solid earnings is one sign of how fully priced the stock market is.

Gap shares dropped nearly 20 percent on reduced annual forecast for sales.

Nordstrom saw revenues rise 18 percent in the 3rd quarter.

After a tough two years, holiday travel is fully back to 2019 numbers.

Per gallon gas prices are up 60 percent from a year ago.

Insurers like pension funds are increasing their exposure to private equity and illiquid assets.

Samsung is building a $17 billion chip factory in Texas.

In this episode Scott Becker his thoughts on organizing one’s life.

In this episode Scott Becker shares 3 notes on the Biden Admin’s plan to release 50 million barrels of oil From the Strategic Petroleum Reserve.