Apr 2023 — May 2023
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.
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.
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