Conference Calls
Is the Fed Done?
July 24, 2023
A replay of our July 27, 2023 conference call.
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Q2 2023 Earnings Update: Where We Are Before Big Tech’s Big Week
July 24, 2023
Q2 2023 earnings reports have started to come in. S&P 500 operating earnings are expected to decline in 2023, with a rebound later in the year and into 2024.
Newsclips
Quick Comments/What We’re Reading
July 24, 2023
Today's topics include wages could determine likelihood of soft landing, Sheila Bair advocates tweaking interest on reserves, prime-age workers, housing's role in inflation, quantifying inflation concerns, time to speed up QT?, interpreting the yield curve inversion, junk debt downgrades, and the threats of CBDCs
Newsclips
Cartoons
July 24, 2023
Charts of the Week
2023 Market Outperformance
July 21, 2023
2022 returns left investors shielding their eyes from their portfolios. 2023 has been a different story as eye popping equity market returns drive the narrative.
Charts of the Week
Fed Liquidity and the Equity Market Rally
July 21, 2023
The banking crisis in March 2023 created a unique scenario where the Fed was both tightening and loosening policy at the same time by raising rates and injecting liquidity. Since then, easing financial conditions have promoted a strong environment for financial assets.
Charts of the Week
Alternative Measures of the Housing Market
July 21, 2023
The median price of a house is the most basic measure of the housing market. The median sale price per square foot (red) was $226 in June, down from its May 2022 peak of $232.
Charts of the Week
Updating the Market Cap of the Automakers
July 21, 2023
How big is Tesla versus other automakers?
Charts of the Week
Energy Prices in the United States Are Rising
July 21, 2023
The majority of the world is reliant on non-renewable sources of energy to generate the electricity that powers our homes, factories, and utilities. Access to cheap forms of energy is necessary to produce the goods that power the global economy.
Charts of the Week
Job Postings Peaked in Early 2022
July 21, 2023
As the Federal Reserve hiked 500 basis points in the past 18 months, many expected a tight labor market to begin to slow along with the economy. Using traditional measures, neither of these things are occurring.
Charts of the Week
A Long-Term Look at the S&P 500’s Real Earnings Yield
July 21, 2023
A long-term look at the S&P 500's real earnings yield
Charts of the Week
Weekly Research Recap
July 21, 2023
Some interesting charts from our recent posts