In this week’s video, Tyler Laundon runs through the big economic and earnings related news of the week and frames the market’s recent performance as generally positive given the end-of-2023 rally and some second guessing on 2024 rate cuts. Tyler gives a short preview of what’s ahead for the Fed and inflation watchers out there then wraps things up with a handpicked selection of chip, retail, defense and tech stocks that look enticing.
Stocks Discussed: SMH, TSM, MRVL, AMD, AVGO, RMBS, DECK, ANF, URBN, BIRK, KAMN, TDG, CW, DRS, TATT, MPTI, GOOG, GTLB, ESTC, NTNX, SMCI
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