Data Reports
Fund Flows – Allocators vs. Traders
January 31, 2025
Differentiating 'allocator' ETF flows from 'trader' ETF flows
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Page 76 of 800Financial News
Quick Comments/What We’re Reading
January 31, 2025
Today's topics include how long can tech dominance last?, hybrid debt, a 25% tariff on Canada & Mexico, 24 hour trading?, and crypto bubble warning?
Humor
Cartoons
January 31, 2025
Data Reports
Market Capitalization as a Percentage of GDP
January 30, 2025
A look at the size of various markets compared to the U.S. economy
Financial News
Quick Comments/What We’re Reading
January 30, 2025
Today's topics include Timiraos says Fed in a "wait & see" period, will there be cuts in 2024?, goods deficit hits new record, understanding Fedspeak, Cohen still betting on AI, Goldman argues buy tech on fundamentals, retail investors buy Nvidia's massive dip, and Softbank eyeing OpenAI investment
Humor
Cartoons
January 30, 2025
Financial News
Quick Comments/What We’re Reading
January 29, 2025
Today's topics include the Fed will keep its options open today, could the Fed's next move be a rate hike?, the problems with FOMC forward guidance, more on Monday's selloff, timing the end of QT, quantifying tariffs' effects on the economy, DeepSeek may have used OpenAI to build its model, and OPEC's response to Trump
Humor
Cartoons
January 29, 2025
Markets
Conference Call Replay & Notes – The 4-5-6 Markets
January 28, 2025
The era of TINA (“There is No Alternative”) is over. Stocks will compete with bonds and cash over the next several years.
Conference Call
The 4-5-6 Markets
January 28, 2025
Join us today, January 28, for our next conference call.
Financial News
Quick Comments/What We’re Reading
January 28, 2025
Today's topics include this is what happens in a hyper-concentrated market, is Deepseek panic overblown?, look for Fed to remain flexible at this week's meeting, meet the new FOMC voters, tariffs & inflation expectations, more on deportations' effect on economy, the dollar, and the housing market
Humor
Cartoons
January 28, 2025