Humor
Cartoons
July 3, 2024
Today's topics include supply vs. demand inflation, inflation's effect on different income groups, another way to view the bond market's struggles, Fedspeak, comparing current bullishness to the 2000 peak, one fifth of daily U.S. stock volume takes place at the close, adjustable-rate mortgages, and Ballmer catches up to Gates.
Stocks outperformed bonds by a wide margin in the first half of 2024.
Today's topics include government debt, China's bond market, after hours trading, earnings season is coming, what will central banks do?, lumber prices, and income gains.
Differentiating 'allocator' ETF flows from 'trader' ETF flows
Today's topics include about last night, no more bears?, travel records, trapped in a cheap mortgage, the U.S. economy outperforms, French spreads widening, and the U.S. stock market vs. the world.
Join us Thursday, June 27, 2024 at 9AM CT for our conference call.
Today's topics include stocks closing in on great first half of the year, the labor market, the Fed's choose-your-own-adventure approach, housing valuations, the yen is fighting an uphill battle, record TLT inflows, the petrodollar is not dead, and hedge funds selling tech stocks.