May 2023 — May 2023
May 9, 2023 • 9 minutes
Of the total aggregate move higher in the S&P 500 so far this year, 93.5% of it has come from the 20 largest companies in the index, with 6.5% coming from the remaining 480 companies.
May 5, 2023 • 17 minutes
So jump on into the Dividend Cafe, and let's look at the shockingly unexpected news that, wait for it - the American economy has not been the dystopian nightmare many have assumed it to be.
May 4, 2023 • 9 minutes
A huge theme right now in market punditry is that small caps are under-performing big caps, and that this speaks more to macroeconomic reality than the fact that big-cap companies have mostly hung in there.
May 3, 2023 • 9 minutes
Fed Day is the best day
May 2, 2023 • 7 minutes
So that the Fed would be looking to hike rates in this environment is an act of sheer ignorance, and some may say malice.
May 1, 2023 • 10 minutes
The big news of the week has been First Republic Bank’s fate, which at midnight last night was still up in the air.
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