Dec 2023 — Jan 2024
Jan 4, 2024 • 8 minutes
Generally positive markets this morning lost momentum throughout the trading day with the Dow closing completely flat and both the S&P 500 and Nasdaq down a pinch
Jan 3, 2024 • 8 minutes
While markets were meaningfully higher last year, the largest flows still went to money market funds at +$1.34T, which now hold a stunning $5.87T of cash (aka dry powder)
Jan 2, 2024 • 18 minutes
2024 started off with more of a 2022 vibe than a 2023 one, as the Nasdaq dropped -1.63% and the Dow rose a tad.
Dec 22, 2023 • 19 minutes
Let’s examine where dividend growth fits into our thinking not merely about 2022 and 2023 but for many years (and decades ahead)
Dec 21, 2023 • 10 minutes
Markets rallied today after their sell-off yesterday, moving up +322 points on the Dow.
Dec 20, 2023 • 8 minutes
A quiet day of trading as markets head towards the Christmas holiday on Monday and things slow down.
Dec 19, 2023 • 9 minutes
Today saw risk assets rally yet again, with the Dow closing at another all-time high.
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