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Newsclips
Quick Comments/What We’re Reading
December 30, 2024
Today's topics include a debt ceiling timeline, a communication breakdown, getting to know the new Fed voters, questions for the Fed's 5-year policy review, a new acronym to show high market concentration, ETF inflows, cocoa prices, and credit card defaults
Newsclips
Cartoons
December 30, 2024
Newsclips
What is TLT Signaling?
December 27, 2024
TLT's flows suggest bond traders are abandoning the long end of the yield curve. This is consistent with the idea that Fed cuts are raising inflation expectations.
Newsclips
Quick Comments/What We’re Reading
December 27, 2024
Today's topics include the dollar & debt, the Fed & politics, equity inflows, repo rates, thoughts on diversification given current market concentration, Japanese stocks looking to end year above bubble peak, and strong holiday season
Newsclips
Cartoons
December 27, 2024
Charts of the Week
A Long-Term Look at Shiller Real Home Price Index
December 27, 2024
A long-term look at real home prices
Charts of the Week
A Long-Term Look at Federal Debt & Deficit
December 27, 2024
A long-term look at federal debt & deficit
Charts of the Week
A Long-Term Look at Inflation-Adjusted Stock Prices
December 27, 2024
A long-term look at inflation-adjusted stock prices
Charts of the Week
A Long-Term Look at Interest Rates
December 27, 2024
A long-term look at interest rates
Charts of the Week
A Long-Term Look at Gold Prices
December 27, 2024
A long-term look at gold prices
Charts of the Week
A Long-Term Look at Agricultural Land Use
December 27, 2024
A long-term look at agricultural land use