Nov 2023 — Dec 2023
Dec 7, 2023 • 9 minutes
Higher rates just haven’t bit as hard as years past with such a prolonged low rate refinancing period the years preceding it.
Dec 6, 2023 • 8 minutes
If you’re surprised by how much expectations have turned down for U.S. interest rates and Fed policy in 2024, you should see what those crazy cats in Europe have going.
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%.
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