Feb 2024 — Feb 2024
Feb 23, 2024 • 18 minutes
History was made this week, the Japanese Nikkei closing at 39,098 on Wednesday night, its highest close in history, surpassing the previous closing high … which was (wait for it)
Feb 22, 2024 • 8 minutes
A big rally day today across the board, but particularly in technology stocks primarily fueled by AI euphoria.
Feb 21, 2024 • 7 minutes
The Fed minutes released today showed broad agreement in the need for more confidence for inflation moving to a sustained 2% target before decreasing rates
Feb 20, 2024 • 11 minutes
There is nothing – nothing – more concerning in markets than how optimistic everything is in terms of investor sentiment.
Feb 16, 2024 • 27 minutes
This week we cover some inflation/deflation vocabulary, even bringing back vital words like velocity and Japanification.
Feb 15, 2024 • 8 minutes
A consistently positive trading day in markets from start to finish
Feb 14, 2024 • 9 minutes
A more productive day in markets today following yesterday's sell-off, with the SP500 regaining the 5,000 level and bond yields, giving some of yesterday's backup rates.
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