Tag Archives: Financial News

January 30, 2023
January 27, 2023
January 26, 2023
Financial News

Quick Comments/What We’re Reading
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Today's topics include debt ceiling stress, small businesses scooping up workers, risk on, prediction error, the height of passive management, looking at the short end of the curve, avoiding recession, digging into labor market questions, private equity facing "new reality", and misunderstanding the difference between centralization & decentralization... Read More

January 25, 2023
January 24, 2023
January 23, 2023
January 20, 2023
January 19, 2023
January 18, 2023
January 17, 2023
Financial News

Quick Comments/What We’re Reading
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Today's topics include where will inflation bottom?, pushing back on hopes for rate cuts in 2023, on the labor market, are earnings releases becoming more important than CPI's release?, fund managers underweight U.S. stocks, the pros & cons of the 60/40 portfolio, China's population shrank in 2022, don't count out globalization just yet, China grows an underwhelming 3%, and the rise of active ETFs... Read More

January 13, 2023
Financial News

Quick Comments/What We’re Reading
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Today's topics include the markets vs. the Fed, more on yesterday's inflation release, Timiraos blesses a 25 basis point hike at next meeting, signs of increased strain on the BoJ's yield curve control policy, a slowdown in leveraged debt, accurately measuring price to earnings, declining globalization, the positive economic effect of warm weather, where is the dollar heading?, and a different bull market... Read More

January 12, 2023
January 11, 2023
January 10, 2023
January 9, 2023
January 6, 2023
January 5, 2023
January 4, 2023
January 3, 2023
December 30, 2022