Aug 2023 — Aug 2023
Aug 15, 2023 • 11 minutes
I believe the Fed has rates way too tight right now, and I further believe it is for all the wrong reasons.
Aug 14, 2023 • 16 minutes
Producer Prices were up +0.8% year-over-year in July (yes, less than 1%). Prices for intermediate processed goods are down -7.8% versus a year ago.
Aug 11, 2023 • 36 minutes
This week we seek to unpack this whole subject of companies paying dividends - why they do it, should they do it, and what does it all mean.
Aug 10, 2023 • 10 minutes
Be careful about applying an investment conclusion to your forward-looking premises. As I always say, it will be hard enough for your premises to come true.
Aug 9, 2023 • 11 minutes
None of today's metrics yet indicate anything broken, yet all of them are modestly worse off than they were 12-18 months ago.
Aug 8, 2023 • 10 minutes
From what I had initially thought would be a relatively quiet day in markets given the economic calendar, we ended up with a good amount of news to chew through.
Aug 7, 2023 • 12 minutes
Lots of fun stuff today in my favorite DC Today of the week – the Monday edition (I love Mondays for so many reasons).
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