Notes on the Market

Notes on the Market

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What If the Massive AI Spend Doesn’t Pay Off?
Companies in the U.S. have been shelling out records amount of capital on building out AI, and it's not just Big Tech. What happens if the large Capex…
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Michele Chiacchio, CFA
Investment Memo #1 Part 2: Utah Medical Products, Inc. (NASDAQ: UTMD)
The investment model: LBO or Active Value
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Michele Chiacchio, CFA
Stagflation Risks in the Economy
Inflation remains uncontrolled and the fed just lowered rates on concerns for the job market, does this mean a real risk of stagflation?
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Michele Chiacchio, CFA
Charts of the Week: The Fed's Current Predicament
The data behind the Fed's "risk management cut" to rates
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Michele Chiacchio, CFA
2
Investment Memo #1: Utah Medical Products, Inc. (NASDAQ: UTMD)
UTMD, headquartered in Utah, is a profitable medical devices company that makes critically important fetal monitoring accessories, vacuum-assisted…
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Michele Chiacchio, CFA
Inflation Is Still Above The Fed’s Target
The economy is not out of the woods yet, inflation is still running hot (but not burn yourself hot) by the Fed’s standards and we could see a…
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Michele Chiacchio, CFA
2
The Official Launch, The Economy Might Be Better Off Than You Think, and The Risk of Re-Inflation
Welcome to Notes on the Market, the economy just might be doing better than we think, however, there is a risk of inflation reigniting.
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Michele Chiacchio, CFA
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January 2024

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