On this weeks episode Tom, Jacob, and Noah talk about what having enough actually means for individual people, they also talk about the 5 stocks that are leading the market, State Farm’s ban on CA home insurance, the debt limit, the fed, why down and sideways markets are bullish, and how there is a shortage AGAIN in semiconductors.

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Suggestion

https://www.fjellcapital.com/posts/enough-whats-enough?utm_campaign=ep36&utm_medium=social&utm_source=fjellcorporate

What Went On

The 5 stocks killing it (https://www.fjellcapital.com/posts/the-stock-market-year-to-date-has-defied-expectations-what-could-change?utm_campaign=ep36&utm_medium=social&utm_source=fjellcorporate)

State Farm is out of CA (https://grist.org/housing/state-farm-california-insurance-wildfire/)

The debt limit deal got done (https://www.wsj.com/articles/debt-ceiling-limit-winners-losers-a212028d?mod=hp_lead_pos3)

We haven’t spoke about the Fed in awhile (https://www.wsj.com/articles/fed-official-says-rate-pause-doesnt-signal-end-to-hikes-758041e5?mod=economy_lead_pos1)

Why down and sideways markets are bullish (https://ofdollarsanddata.com/why-down-sideways-markets-are-bullish/)

There simply aren’t enough semiconductors (https://www.wsj.com/articles/the-ai-boom-runs-on-chips-but-it-cant-get-enough-9f76f554)

Quote of the Week

The best way to predict the future is to create it." - Peter Drucker