Rich Barnett

So Meta was punished for spending too much on AI, and Tesla was punished for not spending enough on AI. Got it 🫩🤷🤔

When are they going to tell us....

Me deciding if I should move to Canada 😂

Will the Fed change course in 2026? Will the new Fed chair usher in a lower interest rate regime? How much difference will it make? Maybe less than everyone thinks. You can read my post on the limits of Fed power here: highlinewp.com/post/weekly-m…

So were the same people who were selling big cap tech stocks at the beginning of the week buying them back at the end of the week? Or different people? Serious question.

I'm not really buying the "AI is eating software" narrative. You can read why, along with a recap of the key market drivers this week, in my Weekly Macro Monitor, here bit.ly/WMM2-4-26

Trump hit us with another "Threat and Reset" over the long weekend, and it roiled markets to start the week. You can read about it in our Highline Weekly Macro Monitor, highlinewp.com/post/weekly-m…

Are We Gambling or Investing in 2026? I’ll be speaking to the LA Chapter of the American Association of Individual Investors on January 17 to figure it out. We will also look ahead to this year's markets, and review the latest thinking in retirement spending. There's still time to join AAII and come to the event. Thanks to AAII LA for the invite and I look forward to meeting everybody. #AAIILosAngeles #InvestorEducation #LongTermInvesting #RetirementPlanning #PersonalFinance #WealthBuilding

We're back with our first Weekly Market Monitor of 2026, which really started off with a bang 😂. You can read it here bit.ly/4poRZmR. Thank you for your attention to this matter!

Happy Labor Day, which is a misnomer since no labor is allowed!

Here's a quick summary of this weeks markets, in case you were at the beach... The full article is posted here: highlinewp.com/post/weekly-m… U.S. Equity Rally Falters: The S&P 500 and Nasdaq Composite both hit new record highs, extending the strong summer rally driven by a mix of positive economic signals and rate cut optimism, but fell from all-time highs this week. Mixed Economic Data: Mixed reports on consumer spending and inflation influenced market sentiment, but overall, they supported the view that the Federal Reserve may have room to consider easing monetary policy. Early in the week, equities faltered, led by a reversal in big tech, with Nvidia down 3.5% on Tuesday. Government Investment in Intel: The U.S. government is considering a significant equity stake in Intel, marking a new phase of industrial policy aimed at bolstering domestic semiconductor production. Focus on Jackson Hole: This week, the market's attention was on the Federal Reserve's annual symposium, where Chair Jerome Powell's delivered a strong signal of a cut in September, as expected.

Is X just one big endless commercial for Grok now? Is this what $45 billion brought the investors? I don't think I've seen more ads on any platform ever. And I'm a paying, verified user. Enough is enough @elonmusk

All that @NYUTischSchool @GMTWP 💰💰 definitely paid off 😂😂!

Here's my Macro Market Monitor for this week, a quick summary of the most important market drivers to bring you up to date. For the full details, see highlinewp.com/post/macro-ma… · Corporate Earnings Impress: Meta and Microsoft delivered strong Q2/Q4 earnings, driven by robust AI and cloud demand. Amazon also beat estimates, though Q3 guidance was mixed. Qualcomm faced headwinds despite an earnings beat. · US Labor Market Weakens Significantly: July Nonfarm Payrolls came in well below expectations, compounded by substantial downward revisions for May and June, fueling recession concerns and increasing Fed rate cut probabilities. · Manufacturing and Services Slow: June US Durable Goods Orders saw a sharp decline, primarily in transportation. The June US ISM Services index indicated marginal expansion, with employment contracting. · Tariff Landscape Evolves: Several key trade agreements were reached ahead of the August 1st deadline, mitigating some tariff risks, though uncertainty remains with major partners like China and India. · Federal Reserve Holds, but Data Shifts Outlook: The Fed maintained rates in July, but recent weaker economic data is building pressure for a potential September rate cut. · Inflation Ticks Up: June CPI showed a slight increase, with tariffs noted as a contributing factor to rising input costs. · Market Volatility: Last Friday saw a significant market downturn following jobs data and tariff news, including the very disappointing big revision of the May and June jobs number, but the stock market rebounded on Monday as earnings strength provided support, and is hovering near all time highs this week.

Here's my Market Monitor that I shared with my team this morning at Highline Wealth Partners. I do this every week, maybe I'll start posting it on X. Because X clearly needs more Macro 😂. The full article is posted here bit.ly/HLMacroMon7-30-25 Market Overview As of Wednesday, July 30, 2025, equity indices continue to hover around all-time highs, maintaining the upward momentum observed in recent weeks. Fixed income markets have remained relatively steady amidst ongoing developments in international trade relations. The market's focus this week has largely centered on a series of newly announced trade agreements, big tech earnings, and strong US Q1 GDP. Investors are closely monitoring how these significant macro-economic factors will influence the sustainability of the current equity rally. Key Market Drivers Federal Reserve Meeting: The conclusion of the Fed's two-day policy meeting, where, as expected, the Fed did not lower rates. Equities at all-time highs: Major indices are trading at elevated levels, prompting investors to assess the durability of the rally. Big Tech Earnings: A critical week for earnings reports from major technology companies, including Microsoft, Meta, Apple, and Amazon. Progress on Tariff Deals: Significant trade agreements with the European Union, Japan, and Indonesia, alongside potential breakthroughs with China. US Q1 GDP came in strong at 3% The full article is posted here bit.ly/HLMacroMon7-30-25

This $TSLA - Trump cliff reminds me of when Trump went after $AMZN after Bezos bought the WAPO. It’s been devastating for the stock price 🤣🤣🤣