Oct 2023 — Oct 2023
Oct 18, 2023 • 9 minutes
Markets were a bit more active today than yesterday. We also had a rebound in housing starts, another L for Jordan’s ballot push, and Biden seeking a monumental aid package for Israel.
Oct 17, 2023 • 8 minutes
This is an exciting time of the year as our investment committee dives deep into all the portfolio particulars and then surfaces with a plethora of content to share with our clients as well as some actionable portfolio items.
Oct 13, 2023 • 27 minutes
You will find today a history that informs us about the reality of investing in a fallen world, where sometimes unspeakable evil takes place.
Oct 12, 2023 • 10 minutes
Financials, in particular, have experienced a nearly 20% decline during this recovery, and it’s worth noting that this has been the weakest small-cap return following a market bottom in history.
Oct 11, 2023 • 6 minutes
The minutes from the Fed meeting last month came out today and said nothing new or unsurprising at all.
Oct 10, 2023 • 16 minutes
Markets today moved higher as bond yields came lower. One can argue that bond yields are dropping in response to comments from Fed governors yesterday, but the more prominent factor is likely a slight flight-to-risk out of the war situation in Gaza.
Oct 9, 2023 • 12 minutes
As an earnest believer in price discovery, I feel somewhat limited in terms of thoughts and deeds when all useful information is not actually available.
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