Oct 2023 — Oct 2023
Oct 23, 2023 • 12 minutes
The FOMC meeting for next week basically has a 100% chance of no rate hike reflected in futures market activity.
Oct 20, 2023 • 23 minutes
Get ready for some good takes on such subjects as fears about interruption to dividend growth, minimum wage laws, velocity and inflation, dollar strength, China, and more on the Israel/Middle East situation.
Oct 19, 2023 • 9 minutes
We’ve got a handful of data and news to keep us busy for the time being. We will tackle initial jobless claims, the Philadelphia Fed manufacturing survey, existing home sales, Powell’s speech, and Jordan’s persistence.
Oct 18, 2023 • 9 minutes
Markets were a bit more active today than yesterday. We also had a rebound in housing starts, another L for Jordan’s ballot push, and Biden seeking a monumental aid package for Israel.
Oct 17, 2023 • 8 minutes
This is an exciting time of the year as our investment committee dives deep into all the portfolio particulars and then surfaces with a plethora of content to share with our clients as well as some actionable portfolio items.
Oct 13, 2023 • 27 minutes
You will find today a history that informs us about the reality of investing in a fallen world, where sometimes unspeakable evil takes place.
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