Stocks rebounded this week as the Treasury sell-off eased, with the 10YR yield near 4.5%. Nvidia’s upcoming earnings are in focus after its shares doubled in 2024, but tough year-over-year comparisons could challenge expectations. The S&P 500 struggled to hold 6,000, raising questions about profit-taking versus a broader sell-off. Learn more: https://lnkd.in/g7iKeqzv
Waterloo Capital
金融服务
Austin，Texas 1,541 位关注者
Your personal team of experts that take a holistic approach to design intelligent wealth solutions that work for you.
关于我们
Waterloo Capital is your personal team of experts who take a holistic approach to wealth management. Wealth management is multi-faceted, and we believe your plan should be tailored to your unique objectives in order to be successful. From financial planning to private and public investments, Waterloo Capital designs intelligent wealth solutions that work for you. We are dedicated to offering fully diversified and customized portfolios. Our combination of service, expertise and unparalleled access to alternative investments is what sets us apart from the competition and guides us day after day. Like many great companies, Waterloo Capital was born out of a problem identified in the marketplace. In the early 2000s, it had become obvious to John Chatmas that in order to serve clients in a truly objective manner, a conflict-free environment was required; a recognition that laid the groundwork for what later became Waterloo Capital. Our primary goal is to combine everything an investor would want from a large institutional firm with the personal attention he or she would receive from a boutique firm. We have a deep understanding of our clients’ financial situations, their needs, their goals, and their long-term dreams, which allows us to mold investment strategies that best suit their needs — not ours. We provide our clients with a full range of financial services that are constructed to grow and protect wealth. This combination of service, expertise and unparalleled access is what separates Waterloo Capital Management from the competition.
- 网站
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https://www.waterloocap.com
Waterloo Capital的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Austin，Texas
- 类型
- 私人持股
- 创立
- 2004
- 领域
- Private Wealth Management、Investment Management、Asset Allocation、Portfolio Diversification、Investing、Alternative Investments、Estate Planning、Financial Planning、Financial Services、Charitable Giving、Real Estate Investing、Wealth Management、Capital Management、Financial Advising、Portfolio Management、Asset Management、Risk Management、Personal Finance、Public Markets、Private Markets、Private Investing、Alternative Investments、Institutional Investing、Intelligent Trading、Quantitative Modeling、Investment Solutions、Trading Solutions、Quantitative Investing、Quantitative Modeling、Personalized Planning、Investment Solutions、Business Planning、Investment Consulting和Investment Services
地点
Waterloo Capital员工
动态
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Markets pulled back last week after a post-election rally, as Fed officials signaled caution on further rate cuts amid sticky inflation and steady economic growth. While Healthcare and Technology saw declines, Financials and Energy sectors ended higher. With the holiday season ahead, inflation and Fed policy remain in focus. Learn more: https://lnkd.in/ga4zjjKK
Last Week on Wall Street – November 18th, 2024 – Waterloo Capital Management
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The stock market hit new highs last week as the S&P 500 approached 6,000 after Trump’s election win and a Fed rate cut. The Dow rose 4.61%, the S&P 4.66%, and Nasdaq 5.74%, with small caps up 8.57%. Strong earnings and low volatility drove optimism, though high valuations may lead to near-term volatility. Inflation concerns remain, with key CPI and PPI data ahead. Learn more in Last Week on Wall Street: https://lnkd.in/g-T6PCvq
Last Week on Wall Street – November 9th, 2024 – Waterloo Capital Management
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U.S. markets are in a holding pattern as election results and Thursday’s FOMC rate decision approach, with the S&P 500 slightly lower Monday, supported by mega-caps like NVIDIA and Meta. Earnings season is steady, with 75% of S&P 500 companies beating profit expectations, though slightly below 5-year averages. Analysts anticipate a 0.25% Fed rate cut, but Powell’s remarks will be closely watched as some see the rate-cutting cycle as premature. Learn more: https://lnkd.in/gtzzDBbn
This Week on Wall Street – Week of November 4th – Waterloo Capital Management
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Stocks rallied Friday, kicking off November with gains as Amazon (+6.2%) and Intel (+7.8%) led the way, lifting investor sentiment. Despite a weaker-than-expected October jobs report (just 12,000 jobs added), the Dow rose 0.69%, the S&P 500 gained 0.41%, and the Nasdaq climbed 0.8%. Financials and Communication Services finished the week in positive territory, while Real Estate (-3.01%) and Utilities (-2.8%) lagged. Eyes now turn to this week’s Fed meeting, where a 25-basis-point rate cut is anticipated. Learn more: https://lnkd.in/gw5PRJFr
Last Week on Wall Street – November 2nd, 2024 – Waterloo Capital Management
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Stocks began the week slightly up, while Fixed Income faced renewed pressure as market breadth weakened. Large Caps show resilience; Fixed Income expectations shift to two 25bps cuts by 2025. With a high forward P/E, strong earnings are essential—75% of S&P companies have beaten EPS estimates. Key data this week: jobs report and 3.2% expected Q3 GDP. Technology, Utilities, and Real Estate lead, while Energy lags. Learn more: https://lnkd.in/gRdtGTYp
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Last week, the Nasdaq reached an all-time high on tech strength, while the Dow and S&P 500 broke six-week winning streaks. Treasury yields rose, and Consumer Discretionary led gains (+0.68%) on Tesla’s earnings. Meanwhile, Materials, Health Care, and Industrials lagged, and McDonald’s shares dropped amid E. coli concerns as Spirit Airlines soared 95%. Markets now await key tech earnings and the PCE inflation report. Learn more: https://lnkd.in/gWfzWr_M #MarketRecap #InflationData #ConsumerDiscretionary #StockMarket #Waterloo #LastWeekOnWallStreet
Last Week on Wall Street – October 26th, 2024 – Waterloo Capital Management
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After a strong rally, stocks paused while Fixed Income felt pressure due to scaled-back rate cut expectations and the government debt debate. This week, nearly 20% of S&P 500 companies report earnings, with the "Magnificent 7" leading growth. Investors are closely watching Fed speeches, volatility ahead of elections, and geopolitical tensions. Financials, Consumer Discretionary, and Industrials lead, while Energy lags. Learn more: https://lnkd.in/gcEtZpaM
This Week on Wall Street – Week of October 21st – Waterloo Capital Management
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U.S. stocks extended gains for a 6th consecutive week last week, with the Nasdaq leading thanks to Netflix’s strong earnings. The S&P 500 and Dow Jones hit record highs, supported by solid corporate earnings and resilient consumer spending. While Energy (-2.7%) and Healthcare (-0.5%) underperformed, Utilities (+3.4%) and Real Estate (+3.0%) led the way. Treasury yields dipped, hinting at a possible Fed rate cut in November. With 38 S&P 500 stocks reaching all-time highs and gold surging, investors are watching closely as more housing data and earnings reports roll in this week. Learn more: https://ow.ly/M3Ns50TPSZ8 #MarketUpdate #Investing
Last Week on Wall Street – October 19th, 2024 – Waterloo Capital Management