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Page 253 of 3384Newsclips
Quick Comments/What We’re Reading
May 2, 2023
Today's topics include we now have an 'X-Date', behind the scenes in the bid for First Republic, betting on recession, blame profit margins for stubbornly high inflation?, active ETFs gaining popularity, new vs. existing home sales, and filling Fed vacancies
Newsclips
Cartoons
May 2, 2023
Conference Calls
Banks, Debt Ceiling, and Payrolls
May 1, 2023
A replay of our May 5, 2023 conference call.
Newsclips
Q1 2023 Earnings Update: Big Bounce Last Week
May 1, 2023
Q1 2023 earnings season is nearing the halfway point, and the typical bounce is underway with 80% of the companies beating expectations.
Newsclips
Total Return Review – A Handful of Stocks Driving Returns
May 1, 2023
The S&P 500 equal weight index's returns trail the market cap weight index's returns by a large margin this year. This is another sign of poor market breadth.
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Quick Comments/What We’re Reading
May 1, 2023
Today's topics include Timiraos confirms another hike, the Fed's failure, index level returns, JPM scooping up First Republic, Powell could start to see pushback, the troubles of persistent inflation in the UK, Munger warns of credit risk, and evaporating gains for the dollar
Newsclips
Cartoons
May 1, 2023
Newsclips
Monthly Fund Flows – The Bank Walk Resumes After Tax Deadline
April 28, 2023
Money market funds saw $66 billion in inflows in the week ending March 22. While this is a slowdown from the larger inflows seen in each of the prior two weeks, it is a sign that banks continue to bleed deposits.
Newsclips
Quick Comments/What We’re Reading
April 28, 2023
Today's topics include more on the BoJ, eyes on money markey fund risks, Fed emergency loans, the First Republic saga continues, Treasury balances & debt ceiling, structural uncertainty, the American dollar, capital expenditures, consumption stays hot, and luxury goods proving resilient to inflation
Newsclips
Cartoons
April 28, 2023
Charts of the Week
Market Breadth Is Troubling
April 28, 2023
While it might seem the S&P 500 is off to an outstanding start to 2023, considering the risk and uncertainty the economy currently faces, most stocks are struggling. Eight stocks have provided nearly all the returns for the index this year.