Jan 2024 — Jan 2024
Jan 11, 2024 • 9 minutes
Volatility came down, and markets were flat as a pancake as we got inflation numbers that were in line with Core CPI and then just barely above the Headline by a tenth for the month.
Jan 10, 2024 • 6 minutes
The drama on the SEC/bitcoin ETF deal moved today. Yesterday it was that they had approved a bitcoin ETF as expected, and bitcoin prices fell.
Jan 10, 2024 • 11 minutes
Because we devoted Monday to this special Dividend Cafe white paper I have run today’s Tuesday edition as if it were Monday.
Jan 8, 2024 • 32 minutes
Over the numerous years dedicated to this annual project, it has been a rewarding journey and continues to be one of my most cherished endeavors
Jan 4, 2024 • 8 minutes
Generally positive markets this morning lost momentum throughout the trading day with the Dow closing completely flat and both the S&P 500 and Nasdaq down a pinch
Jan 3, 2024 • 8 minutes
While markets were meaningfully higher last year, the largest flows still went to money market funds at +$1.34T, which now hold a stunning $5.87T of cash (aka dry powder)
Jan 2, 2024 • 18 minutes
2024 started off with more of a 2022 vibe than a 2023 one, as the Nasdaq dropped -1.63% and the Dow rose a tad.
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