The Pulse on the Economy and Capital Markets: September 6–10, 2021
September 14, 2021
At a glance
- Last week US stocks underperformed International, and stocks globally underperformed bonds as investors question upcoming earnings. Stock investors have shifted to predictable industries such as utilities and technology.
- Spiking input costs are causing lost sales and potentially pinching margins as companies raise prices to try to mitigate the impact.
- Disappointing profits could cause markets to pull back temporarily in the months to come.
- We’re reading about the Epic Games ruling’s impact on Apple, Starbucks Howard Schulz’s funding of a small business education website, and we look back on the Heroes of 9/11 on the 20th anniversary.
- Epic Games Court Ruling Unlikely to Seriously Damage Apple’s Services Business
- Howard Schulz of Starbucks is funding a small business education website with hundreds of video lessons aimed at helping small businesses
- Saving Par: the 9/11 Story that Inspired Tom Brady
- The Amazing Heroism of Rick Rescorla
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About the Author
Simeon is the Chief Investment Officer of Aprio Wealth Management and the Director of Aprio Family Office. Simeon brings two decades of professional investing experience in publicly traded and privately held companies, as well as senior-level operating and strategy consulting experiences.