STOCKS
Peter Boockvar
CIO,
Bleakley Financial Group
Follow
About Peter
Peter Boockvar is the chief investment officer at Bleakley Financial Group, a NJ-based wealth management firm. He is also the editor of The Boock Report, a macro market newsletter. Prior to joining Bleakley, he was the chief market analyst at The Lindsey Group, a macro economic and market research firm founded by former Federal Reserve Governor Larry Lindsey. Before this, Mr. Boockvar worked as a macro analyst and portfolio manager for a brief time at Omega Advisors and had previously been a partner at Miller Tabak + Company where he was the equity strategist and a portfolio manager.
Peter's Articles
The November University of Michigan consumer confidence index fell to 50.3 – just above a record low. The survey dates back to the 1970s. Most of the decline was in the current conditions component, which was down 6.3 points. The expectations side was lower by 1.3 points month-over-month, advises Peter Boockvar, editor of The Boock Report.
Peter Boockvar
ECONOMICS
Tickers: SPY
The Nasdaq 100 Index is now almost 18% above its 200-day moving average. Meanwhile, I will argue again that we have an extraordinarily mixed and uneven economy, notes Peter Boockvar, editor of The Boock Report.
Peter Boockvar
ECONOMICS
Tickers: QQQ
Congrats to Sanae Takaichi, elected the first woman PM of Japan and who said Margaret Thatcher was always a hero of hers. We’ll now see how similar or not their policies are. For now, the first market reactions reflect the belief she supports more fiscal and monetary stimulus, writes Peter Boockvar, editor of The Boock Report.
Peter Boockvar
GLOBAL
We just saw another “vendor financing deal” in the Artificial Intelligence space between Nvidia Corp. (NVDA) and Open AI. It has the names Lucent and Nortel ringing in my ear from the days when they announced similar deals with customers in the late 1990s – except the ones being announced now are so much bigger in terms of dollars, notes Peter Boockvar, editor of The Boock Report.
Peter Boockvar
TECHNOLOGY
