Nov 2023 — Dec 2023
Dec 5, 2023 • 9 minutes
As we get ready for a busy week of jobs data a few things stick out
Dec 4, 2023 • 16 minutes
If you are an investor in a passive index fund, exactly what happens to your equity when that fund/index removes a poor performer and replaces it with a stock that has recently performed much better?
Dec 1, 2023 • 22 minutes
The Artificial Intelligence story is an investor story, too, and that requires a sober reflection on a lot of things.
Nov 30, 2023 • 8 minutes
A BIG Divergence Between Value and Growth
Nov 29, 2023 • 8 minutes
A mixed but ultimately flat day of trading in stocks following another decent move up in bonds as the 10 Yr came down another 8bps to 4.26%.
Nov 28, 2023 • 7 minutes
Markets were pretty boring again today (though to the upside), and bond yields continued their decline.
Nov 27, 2023 • 17 minutes
Unemployment for those 16-to-19 years old was 9.2% in April, but has risen to 13.2% now. The higher minimum wage requirements likely impact the lower skill segments of the workforce first.
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