Jan 2024 — Jan 2024
Jan 26, 2024 • 22 minutes
I did something fun today … I just picked random topics from various things on my mind, in my daily reading, or across my research feed – sort of stream of consciousness – and wrote about them.
Jan 25, 2024 • 7 minutes
An overall positive trading day without a lot of volatility behind what was a pretty decent batch of economic data.
Jan 24, 2024 • 6 minutes
One key metric closely monitored by the Federal Reserve, The Taylor Rule, suggests that the Fed Funds Rate should currently be approximately 1% lower at 4.5%.
Jan 23, 2024 • 8 minutes
The 40-3 vote on this tax bill was shocking to me, and it sure seems to foreshadow a comeback of some of the most stimulative parts of the Trump tax bill that previously went away.
Jan 22, 2024 • 9 minutes
The S&P 500 and Dow are at all-time highs, and yet the Russell 2000 (small cap) is still down -20% from its 2021 high
Jan 19, 2024 • 19 minutes
Today, we get to talk about what it means for markets to “price things in,” about gold, about government debt, about dividend growth, and so much more.
Jan 18, 2024 • 10 minutes
A positive morning of trading in markets gave way to losses mid-day, only to gain it all back and then some as we headed towards the close, ending up 200 points.
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