Jan 2024 — Feb 2024
Feb 1, 2024 • 10 minutes
The Dow completely rebounded from yesterday's sell-off in stocks, and the bond market has now had two big days of gains in a row, with rates moving significantly lower across the curve.
Jan 31, 2024 • 9 minutes
The Fed today did as expected, which was nothing, leaving rates in tact for what has now become a six-month pause.
Jan 30, 2024 • 7 minutes
A lot of eyes are on what is coming next in the Middle East after the horrific murder of American lives over the weekend.
Jan 29, 2024 • 14 minutes
Knowledge is widely dispersed throughout a society and no central entity possesses the knowledge needed to properly steward the affairs of a diverse economy.
Jan 26, 2024 • 22 minutes
I did something fun today … I just picked random topics from various things on my mind, in my daily reading, or across my research feed – sort of stream of consciousness – and wrote about them.
Jan 25, 2024 • 7 minutes
An overall positive trading day without a lot of volatility behind what was a pretty decent batch of economic data.
Jan 24, 2024 • 6 minutes
One key metric closely monitored by the Federal Reserve, The Taylor Rule, suggests that the Fed Funds Rate should currently be approximately 1% lower at 4.5%.
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