Conference Calls
Conference Call Replay – The Divergence Between Stocks And Bonds
April 18, 2019
A replay of our April 18, 2019 conference call.
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Conference Call Today – The Divergence Between Stocks And Bonds
April 18, 2019
Join us today for our conference call at 9 AM CT.
Newsclips
Quick Comments/What We’re Reading
April 18, 2019
Today's topics include Herman Cain, searching for yield and widespread unhedged currency risk, how the Fed will have to fight the next recession, inflation, investing in China, hyperinflation in Venezuela, more on yield curve inversions, the Fed's Beige Book and Einhorn bets against Tesla.
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Cartoons
April 18, 2019
Newsclips
The Race For The Democratic Nomination
April 17, 2019
It's a wide-open race with several candidates in play
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Foreigners Sell Record Amount of U.S. Stocks Over Past Year
April 17, 2019
Foreigners continued to sell U.S. equities in February.
Newsclips
Quick Comments/What We’re Reading
April 17, 2019
Today's topics include the dovish Fed and stocks, Moore and Cain are in trouble, a new government measure, China GDP beats, hedge fund performance, record corporate bond issuance, bullish on bonds, the IPO market and the state of retail.
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Cartoons
April 17, 2019
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Today is Tax Freedom Day
April 16, 2019
At its worst in 2000, Tax Freedom Day did not occur until May 1. Conversely, 2009 saw one of the earlier Tax Freedom Days in recent history at April 10 thanks to crashing capital gains from the financial crisis.
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Quick Comments/What We’re Reading
April 16, 2019
Today's topics include discussing bank earnings, the Fed's inflation target, why stocks could have a "melt-up", The Fed's next move, Charlie Evans defends dot plots, economists are divided on Stephen Moore, the Netherlands to issue a "green" bond, why the ECB is too optimistic and Quants want to disrupt the private equity market next.
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Cartoons
April 16, 2019
Newsclips
Q1 2019 Earnings Season Now Underway
April 15, 2019
Analysts continue to expect a poor quarter as the Q1 2019 earnings season is now underway. Full-year 2019 earnings and revenue forecasts continue to deteriorate.