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Quick Comments/What We’re Reading
June 6, 2024
Today's topics include previewing tomorrow's payrolls report, revisions incoming for the payrolls data?, a former Fed official calls for improvements to the dot plot, the Fed vs. the ECB, the deficit, stock market concentration, cash vs. the equal-weighted S&P index, and passive equity money ready to get more active?
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Cartoons
June 6, 2024
Newsclips
Quick Comments/What We’re Reading
June 5, 2024
Today's topics include the case for Fed rate cuts?, U.S. vs. European growth, the health of the consumer, the wealth effect, the Beveridge curve back to pre-pandemic norms, central banks aren't giving up on the dollar yet, Summers sees higher for longer, and more on OPEC's supply decision
Newsclips
Cartoons
June 5, 2024
Media & Communications
Jim Bianco on Private Credit, Market Concentration, Yield-Stock Relationship & Corporate Buybacks
June 4, 2024
Jim Bianco joins Fox Business to discuss Private Credit, Stock Market Concentration, Bond Yield-Stock Relationship & Corporate Buybacks with Charles Payne.
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How Are Banks Doing?
June 4, 2024
The Fed raised interest rates 500 basis points since 2021. By 2023, this caused the collapse of several banks as losses mounted and capital flight took place. How banks are doing now?
Newsclips
Quick Comments/What We’re Reading
June 4, 2024
Today's topics include T-bill issuance, at what point do reserves become too scarce?, some big upward revisions to a Fed inflation measure, a strong dollar, short sellers are a dying breed, a note on net interest margins, can margins support high valuations?, crude oil supply/demand, and housing supply
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Cartoons
June 4, 2024
Conference Calls
The Economy, the Deficit & Momentum Stocks
June 3, 2024
A replay of our June 6, 2024 conference call.
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Momentum Driving Equity Returns in 2024
June 3, 2024
Factor models are widely used by active asset managers to dial in portfolio exposures. It is known that certain factors have an outsized impact on market returns during certain periods. In 2024, momentum stocks have driven equity returns.
Newsclips
Total Return Review – Tech Continues to Dominate
June 3, 2024
U.S. stocks have handily outperformed stocks from the rest of the world since the beginning of 2023, largely on the back of the Magnificent Seven.