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Updating the Narrow Market Rally
May 26, 2023
Since early March, the AI/ChatGPT stocks have continued to soar on the idea of a paradigm shift. The rest of the market stopped rallying when banks began struggling.
Newsclips
Quick Comments/What We’re Reading
May 26, 2023
Today's topics include debt deal coming into focus, money continues to flow from banks to money market funds, corporate profit margins, Cathie Wood misses the AI rally, checking in on gas prices before the holiday weekend in the U.S., mortgage spreads, and trouble filling the KC Fed vacancy
Newsclips
Cartoons
May 26, 2023
Newsclips
Quick Comments/What We’re Reading
May 25, 2023
Today's topics include Fitch puts U.S. on 'rating watch negative', T-Bill yields continue higher, Nvidia aims for the $1t club, Yellen ups the ante, the credit cycle, JPMorgan puts odds of default at 25%, the FOMC minutes, El-Erian on the dollar, are we heading for deflation?, and be wary of company earnings guidance
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Cartoons
May 25, 2023
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Quick Comments/What We’re Reading
May 24, 2023
Today's topics include your daily debt ceiling update, what happens to markets after a debt ceiling deal?, would a debt ceiling deal accelerate the bank walk?, a call for deflation, a pause doesn't necessarily mean cuts come next, trading bank stocks, the Fed creates a Twitter sentiment index, and the world's richest people
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Cartoons
May 24, 2023
Newsclips
Quick Comments/What We’re Reading
May 23, 2023
Today's topics include your daily debt ceiling update, Bullard sees two hikes this year, did Credit Suisse default?, r* and r**, Bernanke & Blanchard explain inflation's origins, valuations remain high by most metrics, inflation taking its toll, buying vs. renting, and more on the narrow stock rally
Newsclips
Cartoons
May 23, 2023
Conference Calls
The Latest on the Debt Ceiling and Banking Crisis
May 22, 2023
A replay of our May 25, 2023 conference call.
Newsclips
What’s Driving the Stock Market?
May 22, 2023
Two major themes are driving the S&P 500 index. AI/ChatGPT is powering mega-tech stocks higher. The rest of the stock market has been "stuck in the mud" since banks started failing in early March. These two themes are canceling each other out, leaving the overall S&P 500 with more of a sideways move than a trend up or down.