Today's topics include the U.S. expansion that won't die, a look at PCE's plunge, IOER and the effective funds rate, central banks using blockchain, billionaires debating capitalism and Ray Dalio's take on MMT.
The biggest issue for the Fed at today's FOMC meeting is what do about the effective fund's rate. Expect something on this front.
Fund flows through March 2019.
A look at total returns through April 2019.
Today's topics include Trump vs the Fed, Stephen Moore, companies that paid no federal taxes in 2018, FAANG stocks, corporate earnings, trade talks with China, hedge fund performance and bears turning bullish.
Companies with high foreign revenue exposure have outperformed since the December 24, 2018 low.
The old adage, "Sell in May and go away" is examined on a couple different timelines.
Large speculators have been shorting the major grain futures to a degree rarely seen. This has historically been a decent contrarian indicator.
Bond mutual funds and ETFs saw near-record inflows in the first quarter of 2019.
An update of the U.S. housing market