Jason Kelly Intelligence

Stocks shot higher from the June low because investors thought inflation had peaked. It hadn't, but it will, we're already seeing signs of it—and stocks are heading higher again. Sign up for my free email list at https://jasonkelly.com/

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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. Sign up for my free email list at https://jasonkelly.com/

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jasonkelly.substack.com/subscribe

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? Sign up for my free email list at https://jasonkelly.com/

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jasonkelly.substack.com/subscribe

Emotions are running hot, bouncing from expecting the Fed to get more aggressive to expecting them to slow down, but projections haven't changed. Show notes with links and comments at https://jasonkelly.com/podcast/

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It‘s starting to look a lot like cable, including commercials, and the content is on endless repeat. Show notes with links and comments at https://jasonkelly.com/podcast/

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Let’s take a peek at the Apple car.

Show notes with links and comments at:

https://jasonkelly.com/podcast/

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Will the metaverse be worth $427B in five years?

Show notes with links and comments at:

https://jasonkelly.com/podcast/

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The Economist thinks big tech is finished. Are they right?

Show notes with links and comments at:

https://jasonkelly.com/podcast/

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The Inflation Reduction Act means nothing to inflation or stocks, focused as it is on climate change mitigation and healthcare reform.

Show notes with links and comments at:

https://jasonkelly.com/podcast/

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Nancy Pelosi lands in Taiwan, China goes ballistic, but none of this means anything to stock-market investors.

Show notes with links and comments at:

https://jasonkelly.com/podcast/

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jasonkelly.substack.com/subscribe