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February 24, 2023 – Nvidia to the rescue? Even though revenues were down 20%, it was better than feared and helped halt the recent pullback in equities, if only for a day. Declining interest rates also added fuel to the fire in helping stop a 4-day losing streak. Range-bound markets and stock selection remain pivotal in 2023. A lot of economic data this morning will help determine how this week closes.

//  by Tower Bridge Advisors

A solid report from Nvidia# attempted to reverse a February 5% pullback in major averages led by the Nasdaq gaining 1.5% in early morning action yesterday. Artificial intelligence (AI) continues to dominate the bullish side of market moving headlines. Nvidia is obviously a major player for computing power and has a tremendous lead on their competitors. They mentioned AI 75 times during their earnings call. For comparison, Microsoft mentioned AI only 31 times. Bitcoin’s rapid recovery from $16k to $25k helped demand for their chips as well. Whatever they are doing, it is working as the stock jumped 14% yesterday. That puts the stock at 70X forward earnings and up 60% already this year.

As noted over the past few weeks, some hints of froth are coming back. When a cash-burning Carvana doubles in 2 months and Spotify, Tesla, Roku, Peloton or even online gambling site DraftKings jump more than 50%, one can be sure risk mode is back. This is typical after major selloffs, but also a major concern for Fed officials who are trying to quell inflation, slow the economy and negatively impact labor markets.

Stocks were unable to hold on to all of their opening spikes as equity investors are booking early year profits but are also (finally) coming to the realization that the Fed is not just talking tough. While some Fed officials tout a possible jump back to 50bps increases as the labor market keeps holding steady, more likely is that we get at least 2 more 25bps and zero rate cuts in 2023 unless a hard landing occurs. Today, we get the Fed’s preferred inflation measure, the PCE inflation data, a consumer sentiment report, new home sales along with 5 different Fed members speaking. The sum of which could push 50bps odds in March higher. In either outcome, buying stocks at 18x forward earnings is a difficult proposition when an inverted yield curve, manufacturing leading indicators and massive tech layoffs are pointing towards at least a minor recession. Selectivity remains key as this rolling recession takes shape and offers upside in select areas.

Retail Earnings Reports:

US consumers remain the primary driver of GDP and therefore corporate revenues and profits. A very mixed week of retail earnings updates and projections does not make the future any less cloudy than before. Behind Amazon, which garners a lot of their sales from third party sellers, apparel and more discretionary purchases, Walmart# is the most important indicator for spending, especially middle to low-income earners. A lot of what they said was expected: consumers are tightening their belts due to increased spending on food and life’s necessities. Anyone who has bought eggs, bacon, chicken wings or butter over the past few weeks (and enjoyed that menu!) understands the outrageous prices we are now paying relative to history.

Management from Walmart phrased the consumer as being choiceful, discerning and thoughtful. They also note a noticeable shift toward private label brands, which screams caution. On top of that, half of their market share gains are due to higher-end consumers. Lower income consumers have been living paycheck to paycheck for decades. A rise in the price for life’s necessities directly impacts discretionary spending. That is now expanding up the food chain with many shoppers starting to penny-pinch and move down the quality scale in order to save a buck. Again, this is all good news for Walmart, but not so for the broader economy.

Home Depot#, Dollar General, Papa John’s, eBay, and Domino’s Pizza also reported earnings with similar question marks but a more negative reaction with stock drops of 4% – 12% following their update. Those stocks suffered more than Walmart as they do not benefit at all from a slowdown in spending than a company who gets over 50% of their revenues from groceries with rising prices. Though consumers are in solid shape due to wage increases, stuffed but dwindling savings accounts and still elevated home values, there remains a question as to what happens when those excess savings are finally spent. Inflation rates are handily ahead of wages gains. Consumer incomes are not keeping up with their cost of living. Throw in much higher interest rates impacting loans, mortgage refi’s and credit card balances one should be cautious with respect to any frothiness coming back into stocks. One of the more astonishing numbers comes from Home Depot. 90% of their customers have fixed mortgages with rates below 5%. Who is going to attempt to refinance, take equity out of their home when interest rates are at 6% – 8%? Home values are also unlikely to appreciate much over the coming years after seeing 25% – 50% increases during Covid, crimping upside for “free money” spending as opposed to the previous decade. In fact, home values are already down 6% – 8% in California, Arizona, Nevada and Washington. Only 5 states have avoided declines thus far. Is this all priced in?

Employment – Lagging Indicator:

Historically, employment has been the last economic indicator to fall. Companies see a slowdown coming but focus on other cost-cutting areas before laying employees off. Capital expenditures, operational expansion, travel and entertainment cuts are all low hanging fruit to help stem margin declines when revenues start to slow/drop. We would tend to see average work week and wages cut before actually laying off workers. Firing employees is expensive, disruptive and a last-ditch measure to protect profits. Hiring, then training new employees can be very expensive. There has yet to be anything near a drop in wages or hours worked. What has occurred though is a near record spike in credit card debt which rose by $61 billion last quarter. The worst part is that average credit card interest rates today are approaching 25%. People do not have enough money to order from Domino’s anymore.

However, unemployment hardly ever increases until a recession has already begun. The last 11 recessions saw the unemployment rate bottom within months of the recession. The start of each recession was within 0.5% of the cycle low for unemployment and each one saw unemployment rise by 1% – 3% within just 12 months. Buyer beware when one hears the phrase “everyone is working, everything is fine.” Here is the data from Real Investment Advice going back to 1950, with the caveat that maybe this time is different. The grey bars on the chart below represents recession.


Selectivity remains key as this rolling recession is causing historic norms to be a terrible roadmap. There are not many times when travel and leisure spending skyrockets but digital ad spending collapses. Semiconductor earnings do not normally drop by 50% while industrial profits spike higher. Banks do not see net interest margins and commercial loans rise when the housing sector sees demand come to a halt. We may be past the pandemic, but its side effects remain. 1-year T-Bills yielding 5% are a real alternative!

Floyd Mayweather, Jr turns 46 today. Nike Co-Founder, Phil Knight, is now 85. Actress, Debra Jo Rupp from That 70’s Show, turns 72.

James Vogt, 610-260-2214

 

Additional information is available upon request.

# – This security is owned by the author of this report or accounts under his management at Tower Bridge Advisors.

Additional information on companies in this report is available on request. This report is not a complete analysis of every material fact representing company, industry or security mentioned herein. This firm or its officers, stockholders, employees and clients, in the normal course of business, may have or acquire a position including options, if any, in the securities mentioned. This communication shall not be deemed to constitute an offer, or solicitation on our part with respect to the sale or purchase of any securities. The information above has been obtained from sources believed reliable, but is not necessarily complete and is not guaranteed. This report is prepared for general information only. It does not have regard to the specific investment objectives, financial situation or the particular needs of any specific person who may receive this report. Investors should seek financial advice regarding the appropriateness of investing in any securities or investment strategies discussed in this report and should understand that statements regarding future prospects may not be realized. Opinions are subject to change without notice.

Filed Under: Market Commentary

Previous Post: « February 22, 2023 – Higher interest rates and signs that economic demand is slowing provides a double whammy for stocks. Rates remain within a range set since last October. While earnings forecasts are moderating, as is normal, the real headwind for stocks remains valuation. Until valuations normalize, stocks will have a tough time making meaningful headway.
Next Post: February 27, 2023 – A hotter than expected economy in January kept inflation elevated, sending stock prices lower. I don’t think January trends will sustain, but despite the worst week for stocks this year, valuations are still elevated, mitigating a return to the January highs anytime soon. »

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  • March 29, 2023 – Banks stocks are an important market indicator, usually outperforming as the market recovery begins. Current bank stock valuations suggest upside for the long term, but until investors are satisfied that banks are adequately reserved to withstand economic weakness, the volatility will continue. We take a deeper look at bank loan portfolios and the position of commercial loans.
  • March 27, 2023 – A hectic week ended with markets close to where they began. Banks continued to be a weak spot. Lower oil prices impacted the energy sector. Overall, the economy still seems resilient, but recent stress will impact activity as banks tighten loan standards and corporations seek liquidity.
  • March 24, 2023 – Contradictions abound as we close out the week following another volatile reaction to a Fed meeting. The Federal Reserve raised interest rates again, even though banks are begging for cash at the discount window at levels above the peak in 2008. Numerous officials preach that bank deposits are safe, but Secretary Yellen offered less enthusiasm than hoped for with her Congressional testimony. All of this adds up to more uncertainty and a range-bound market.
  • March 22, 2023 – Hang on to your hats. It’s FOMC day! Fed officials face a tough call, on whether to raise rates amid current banking turmoil. Markets believe they will. But the rate hiking cycle is nearing an end. Even assuming one more increase in May, summer inflation should have cooled enough to stop the rate hikes. The strong stock market rally of the past two days suggests a belief that the cost of the current banking turmoil can be contained. Whether that is hope or truth remains to be seen. It is rare for financial crises to end until the Fed changes direction.
  • March 20, 2023 – UBS buys out Credit Suisse and disaster is averted once again, but markets remain skittish. First Republic seems next in line. All this comes in front of Wednesday’s FOMC meeting. Crises don’t end until the Fed changes course. A pause is in order. That would contradict previous signals. A pause doesn’t have to concede that the fight against inflation is over. It would merely be a pause. If bank failure fears can be contained, another rise in rates in May would be possible, if needed. But there is a lot of evidence to suggest it won’t be. The stock market’s course near-term is clearly binary depending on what the Fed does Wednesday.
  • March 17, 2023 – While banks are scrounging for support, ancillary effects are becoming priced into cyclical sectors of the market as lower interest rates bring investors back to growth leaders. Quadruple options expiration and further bank concerns will drive more volatility to end this crazy week. A record breaking rush to the Fed Discount Window shows how desperate some banks are to cover recent withdrawals.
  • March 15, 2023 – Stocks rebounded yesterday, stemming losses from last week, but the recovery may be short-lived as European bank stocks are under severe pressure this morning. The failures of two banks in the last week may be the end of the crisis or the tip of the iceberg. We won’t know that for days or weeks. In the meantime, markets hate uncertainty, and the likelihood of recession has risen. Beware the Ides of March.
  • March 13, 2023 – The Fed and FDIC stepped in over the weekend to create a new lending program to save depositors of two large banks that failed since Friday. That’s an important first step, but the rules of engagement in the banking industry have changed. Banks will have to pay depositors to retain their money. The same will go for stock brokers. We are witnessing what happens when the Fed is forced to change the money landscape too quickly. Every tightening cycle has its crisis. We are in the midst of one now. Crises happen at the end of a cycle, a consequence of earlier actions. Now the Fed needs to find a new path to secure the economy and fight inflation.
  • March 10, 2023 – It is Friday Jobs Day yet again! Never before have so many backward-looking reports meant so much for markets. February CPI is next in line this coming Tuesday. Fed Chair Powell has not really changed much of his commentary; the Fed is data dependent and the Fed Funds rate will be higher for longer. However, recent stress in the banking sector may throw a wrench in their plans to raise rates much higher.
  • March 8, 2023- Fed Chair Jerome Powell spooked markets increasing the odds of another 50-basis point increase in the Fed Funds rate later this month, but calmer inflation numbers over the next 10 days could either calm or reinforce those odds. Meanwhile, both stocks and bonds remain rangebound despite yesterday’s sharp price drops.

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