The Journal

A Trek Blog

US CPI Disappoints

By Greg Lai and Alex Hsiao, Co-Chief Investment Officers  The U.S. Bureau of Labor Statistics (BLS) released September inflation data, and the report was a

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Stagecoach rides again!

By Greg Lai and Alex Hsiao, Co-Chief Investment Officers  Much has changed over the last month in the markets, and as the earnings season starts,

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Nuclear is the New AI

By Greg Lai and Alex Hsiao, Co-Chief Investment Officers  Energy has long been viewed as a key component of future technology growth, and it continues

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Weekly Market Commentary

By Greg Lai and Alex Hsiao, Co-CIOs

November 25-29, 2024

NVIDIA’s latest earnings report landed precisely on the consensus mark, avoiding the extremes of euphoric bullishness or dour pessimism. Investors shrugged, turning their focus elsewhere as the S&P 500 climbed +1.72% this week, buoyed by a University of Michigan report showing consumer sentiment rising to 71.8. This newfound optimism reflects both a Republican wave in the recent elections and what pundits are dubbing the “Trump Trade,” with markets betting on favorable economic policies ahead.

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