Seeking Alpha by Adding Beta

NFL championships games are today and first month of new year is almost over...While first week of new year was bumpy for markets, it soon recovered its footing and reached new all time highs and itching towards breaking milestone of 5000. Almost 6 weeks back I wrote about " Goldilocks economy taking S&P to 5K "...depending on mega-cap tech earnings in next two weeks, it could happen by the time America gets glued to Super Bowl...The expectations are rematch of  2012 Super Bowl between Ravens vs Niners (Ravens won that year 34-31).  This game was also called "Harbaugh Bowl" since two Harbaugh brothers were head coaches of two playing teams. But one could never predict what could happen in today's games since all 4 teams are great teams and deserve to play Super Bowl. In the end it would come down to showing up and playing their best games...Only Lions is the team had not won Super Bowl yet (one of the 12 teams) even though it had won 2 pre-Super Bowl NFL cha...

Wishing you a joyful New Year filled with laughter, love, and unforgettable moments, surrounded by cherished family and friends. May the 2024 bring similar gains as in 2023! I had great 2 weeks break with travels to Turkey with family and then solo trip to Palm Springs. Both places are amazing and definitely worth a visit if you get chance. Talking about gains in 2023 - Here is recap of 2023.. Inflation fallen below 4% and heading towards 3% Unemployment firmly below 4% Real wages growing above 4% GDP growth around 3% Markets: S&P notching one of the best year with 24% gains while Nasdaq doing even better with 40% gains thanks to Magnificent-7 (or TAMMANNA) many of which had triple digit gains My personal recommendations did exceptionally well - many of which were up by high double digits (e.g. INTC) and some of them had triple digit gains (e.g. META) All in all - 2023 was great year.  As calendar changed to 2024, what's in store for new year? This is election year in many coun...