Tes
Economy
More than a game show — Week of April 1, 2024
<p>The consumer is the driver</p>
April 1, 2024 |
Economy
Powell to markets: We’ve moved on from inflation — Week of March 25, 2024
<p>No real or nominal reason to cut rates, but clearly somebody is telling Powell to cut </p>
March 25, 2024 |
Economy
No change in rates, but change in future rates — Fed Meeting of March 20, 2024
<p>Higher is staying longer </p>
March 20, 2024 |
Economy
Rally rest stop – not a correction — Week of March 18, 2024
<p>No change in the Walls of Worry: inflation, stagflation, slow down, etc. </p>
March 18, 2024 |
Economy
The Fed’s balance sheet — Week of March 11, 2024
<p><span style="font-family:"Calibri",sans-serif;font-size:11.0pt;mso-ansi-language:EN-US;mso-bidi-language:AR-SA;mso-fareast-font-family:Calibri;mso-fareast-language:EN-US;mso-fareast-theme-font:minor-latin;mso-ligatures:standardcontextual;">Status of your balance sheet</span></p>
March 11, 2024 |
Economy
Stocks need a spring break from this rally — Week of March 11, 2024
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif;font-size:12.0pt;">Mag 7 catch breadth and let the little guys catch up<o:p></o:p></span></p>
March 11, 2024 |
Economy
Bull was running; now trotting — Week of March 4, 2024
<p>Momentum justifies higher returns later this year </p>
March 4, 2024 |
Economy
Are you giving your best effort? — Week of March 4, 2024
<p>Importance of productivity</p>
March 4, 2024 |