Jul 2023 — Jul 2023
Jul 31, 2023 • 14 minutes
I hope everyone had a great weekend, a great July, and is ready for a great August! DC Today is our Monday format; I think you’ll find it meaty.
Jul 28, 2023 • 24 minutes
Today in the Dividend Cafe, we look at the current state of credit markets and what they teach us about the current state of affairs.
Jul 27, 2023 • 9 minutes
So, while stocks did put an end to a 13-day consecutive advance and the 10 YR is now flirting again with 4%, what we really saw was more support for the soft landing narrative, and candidly, if this is what a recession looks like, I’ll take it.
Jul 25, 2023 • 9 minutes
The Dow was up for the 12th market day in a row, the longest streak since February of 2017 … (the ancient history of 6.5 years ago, back when I was much younger).
Jul 21, 2023 • 29 minutes
Let’s talk about expectations for America’s supply chain management in the years ahead.
Jul 20, 2023 • 9 minutes
The greed/fear index is tilted way towards the “greed” side of things and while it feels good to some, we like it the other way.
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