Apr 2023 — May 2023
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.
Apr 28, 2023 • 17 minutes
We navigate through a change in the present financial cycle, and a little perspective is warranted on what has been driving financial cycles.
Apr 27, 2023 • 11 minutes
Rally day and then some as earnings continue to outperform expectations. Add that to a weaker-than-expected economy (because everyone knows bad news is really good news in Fed-bizarro land), and voila – the Dow goes up over +500 points.
Apr 26, 2023 • 7 minutes
That issue is the primary driver of markets right now, today even outweighing what was a pretty solid beat from some big tech companies.
Apr 25, 2023 • 7 minutes
It was sell-off mode today in stocks, the -50% drop today in First Republic stock that seems to be the catalyst for the market turmoil.
Apr 24, 2023 • 14 minutes
Earnings season is off and running and, so far, looks pretty good (or at least not that bad). But it is really early, and the heart of earnings season will be this coming week and next week.
Apr 21, 2023 • 17 minutes
I enjoyed a wonderful dinner with my long-time friend, John Mauldin, last week, and something we discussed is going to be the subject of today’s Dividend Cafe.
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