Today's topics include soft landing really means a miracle landing, short expiration options, rental market finally turning over, US debt clock, what matters more: talk or data?, society and stocks, energy markets, savings in the United States, small business hiring lagging larger firms' hiring, student housing shortfall, and the importance of due diligence: avoiding FTX
The evolving energy crisis in Europe has caused many to question global dependence on non-renewable energy sources. Access to cheap forms of energy is necessary to produce the goods that power the global economy. What lies ahead now that these forms of energy generation are becoming more expensive?
Index funds have accounted for an increasingly larger portion of ETF and mutual funds' assets under management over the past decade.
Today's topics include do we understand inflation?, eurozone inflation finally falling, on margins, the end of an era (of cheap money), FOMC dissenting votes on the horizon, investing in a high-rate environment, more on China and zero-Covid's impact, and the FTX story continues
Today's topics include yield curve inversion, PCE vs. CPI, 2% inflation targeting, a tale of two car markets, talking about inflation, air travel is back, and cyclicals rally
A replay of our December 1, 2022 conference call.
The Fed is a benevolent dictatorship. The Chairman gets what the Chairman wants. Not all members of the FOMC agree with Powell. We believe this is leading to the market misinterpreting policy.
China Is the factory for the world, so its zero-COVID policy and subsequent protests will impact everyone.
Today's topics include setting the stage for the stepdown, betting on lower rates, peak global inflation?, predicting stagflation & recession, the energy price caps have no teeth, money flowing into corporate bond funds, and the labor market conundrum