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Conference Calls
Camp Kotok & The Fed’s Priority
August 15, 2022
A replay of our August 18 conference call.
Newsclips
Q2 Earnings Update – CEOs Have a Positive Outlook for the Future
August 15, 2022
With Q2 2022 earnings season coming to a close, revenue and earnings growth expectations continue to surprise. Expectations for future growth are crashing, yet companies are offering more positive guidance than in previous weeks.
Newsclips
Quick Comments/What We’re Reading
August 15, 2022
Today's topics include El-Erian cautions Fed, labor shortage, home prices cooling, the Fed at neutral?, European office space, betting on lower inflation again, the PBOC cuts rates, warning on company financing, debt becomes a concern, Europe's energy crisis, student debt bubble, and stablecoin regulation
Newsclips
Cartoons
August 15, 2022
Newsclips
Quick Comments/What We’re Reading
August 12, 2022
Today's topics include smart money is buying, insiders are buying, stock inflows continue, the switch from goods back to services, another way to look at inflation contributions, the Fed's effect on the MBS market, the correlation between stocks & bonds, and single bond ETFs
Newsclips
Untitled
August 12, 2022
Newsclips
Cartoons
August 12, 2022
Newsclips
The Composition of the Stock Market Rally
August 11, 2022
The broad stock market averages bottomed in mid-June. What has rallied and what has not?
Newsclips
Quick Comments/What We’re Reading
August 11, 2022
Today's topics include Fed officials weigh in after inflation release, focus on the speed of inflation's descent rather than when it peaks, struggling shorts, rising rents, more signs of housing's slowdown, the jobs market, the UK getting hit hard, earnings, and zombie companies slow innovation
Charts of the Week
Household Debt Rises to $16.15 Trillion
August 11, 2022
Household debt in the U.S. rose to $16.15 trillion in the second quarter.
Charts of the Week
Consumers Remain Cautious With Credit Usage
August 11, 2022
Consumers are being cautious with their lines of credit, using just 21% of their credit limit.