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Newsclips
The Yield Curve Goes Extreme
November 16, 2022
Extremely inverted yield curves signal the Fed is too tight. But they have only reached this point in the last few weeks. It typically takes several months of this condition for a slowdown/recession or policy pivot to materialize.
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Quick Comments/What We’re Reading
November 16, 2022
Today's topics include housing growing increasingly out of reach for buyers, soft landing unlikely according to Esther George, UK fund managers warn government, the labor force, food price deflation?, nickel prices soar, consumers leaning on credit cards, used cars as a barometer for inflation, and Cathie Wood likes GBTC's discount
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Cartoons
November 16, 2022
Newsclips
Quick Comments/What We’re Reading
November 15, 2022
Today's topics include bull market or bear market bounce?, the global stepdown, inflation expectations, the inflation blame game, bond market liquidity, banks stepping away from mortgage bonds, and Grayscale's bitcoin trust
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Cartoons
November 15, 2022
Conference Calls
Peaking Inflation and Market Direction
November 14, 2022
A replay of our November 17, 2022 conference call
Newsclips
Q3 Earnings Update: Negative Future Growth
November 14, 2022
Earnings growth expectations for the next several quarters are declining amidst slowing economic growth and tighter margins.
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Quick Comments/What We’re Reading
November 14, 2022
Today's topics include how long will inflation last?, a look at the year ahead, cash-flush consumers, the 60/40 portfolio, China's plan to salvage property sector, the housing market, where did all the young workers go?, and piling into leveraged ETFs
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Cartoons
November 14, 2022
Newsclips
Quick Comments/What We’re Reading
November 11, 2022
Today's topics include more on yesterday's CPI release, a quirk in yesterday's CPI release, CPI's release is making the BoJ's job easier, a bear market rally for the ages?, accounting for bonds on banks' books, covid zero, and the repercussions of FTX