Focused Research
Total Return Review – Foreign Stocks, Gold, and Coffee Off to Fast Starts in 2025
February 3, 2025
Foreign stocks, gold, and coffee all got off to fast starts in 2025.
Search
Found 40650 Results
Page 113 of 3388Newsclips
Quick Comments/What We’re Reading
February 3, 2025
Today's topics include arguing for patience at the FOMC, will tariffs push Canada's fragile economy into recession?, Larry Summers criticizes tariffs, euro parity, oil & Trump, 2s10s curve turns lower after Trump tariffs, the spark that set off the Deekseek crash, and the dance that is U.S. & China negotiations
Newsclips
Cartoons
February 3, 2025
Focused Research
Fund Flows – Allocators vs. Traders
January 31, 2025
Differentiating 'allocator' ETF flows from 'trader' ETF flows
Newsclips
Quick Comments/What We’re Reading
January 31, 2025
Today's topics include how long can tech dominance last?, hybrid debt, a 25% tariff on Canada & Mexico, 24 hour trading?, and crypto bubble warning?
Newsclips
Cartoons
January 31, 2025
Focused Research
Market Capitalization as a Percentage of GDP
January 30, 2025
A look at the size of various markets compared to the U.S. economy
Newsclips
Quick Comments/What We’re Reading
January 30, 2025
Today's topics include Timiraos says Fed in a "wait & see" period, will there be cuts in 2024?, goods deficit hits new record, understanding Fedspeak, Cohen still betting on AI, Goldman argues buy tech on fundamentals, retail investors buy Nvidia's massive dip, and Softbank eyeing OpenAI investment
Newsclips
Cartoons
January 30, 2025
Newsclips
Quick Comments/What We’re Reading
January 29, 2025
Today's topics include the Fed will keep its options open today, could the Fed's next move be a rate hike?, the problems with FOMC forward guidance, more on Monday's selloff, timing the end of QT, quantifying tariffs' effects on the economy, DeepSeek may have used OpenAI to build its model, and OPEC's response to Trump
Newsclips
Cartoons
January 29, 2025
Newsclips
Quick Comments/What We’re Reading
January 28, 2025
Today's topics include this is what happens in a hyper-concentrated market, is Deepseek panic overblown?, look for Fed to remain flexible at this week's meeting, meet the new FOMC voters, tariffs & inflation expectations, more on deportations' effect on economy, the dollar, and the housing market