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Quick Comments/What We’re Reading
December 3, 2024
Today's topics include the jobs market, more on U.S. vs. European valuations, comparing productivity among G7 countries, Fedspeak, politics & sentiment, some technical reasons for stock bullishness, gold vs. stocks, quantifying the return of the carry trade, and the yuan's slide continues
Newsclips
Cartoons
December 3, 2024
pic.twitter.com/hssREza9jK — Elon Musk (@elonmusk) December 1, 2024
Conference Calls
Looking Into 2025
December 2, 2024
A replay of our December 4, 2024 conference call.
Media & Communications
Jim Bianco joins Schwab Network to explain why the Fed should not cut rates anymore
December 2, 2024
Jim Bianco joins Schwab Network to explain why the Fed should not cut rates anymore with Caroline Woods.
Focused Research
Total Return Review – Detailing Stocks’ Great Year
December 2, 2024
U.S.-based momentum stocks continue to power the stock market higher in 2024. Gold and cocoa are both posting great returns this year.
Newsclips
Quick Comments/What We’re Reading
December 2, 2024
Today's topics include U.S. markets relative to the global economy, the strange state of the U.S. housing market, the rising cost of McDonalds, Japanese yields' furious rise continues on hike anticipation, OPEC & the price of oil, worry about the Japanification of China, shipping fees & the holiday season, what's ahead for the dollar, Saudi holdings of U.S. Treasuries, and banking industry competition heats up
Newsclips
Cartoons
December 2, 2024
Newsclips
Quick Comments/What We’re Reading
November 27, 2024
Today's topics include Fed officials consider tweaking overnight repo facility rate, the coming debt maturity wall, the dollar & stocks, an eye on used car prices, Japanese stimulus, BoJ dealing with the cost of higher interest rates, a worker shortage in the sea shipping industry, and stablecoin market cap reaches new record
Newsclips
Cartoons
November 27, 2024
Newsclips
Quick Comments/What We’re Reading
November 26, 2024
Today's topics include Fedspeak, Mag 7 earnings vs. valuations, credit market risk, volatility, tariffs, more on Bessent, tracking 60/40 portfolios, the tall task DOGE has ahead, and owning bitcoin comes with tax struggles
Newsclips
Cartoons
November 26, 2024
pic.twitter.com/W31Ux10xLZ — Crypto Tea (@CryptoTea_) November 19, 2024