Apr 2023 — Apr 2023
Apr 24, 2023 • 14 minutes
Earnings season is off and running and, so far, looks pretty good (or at least not that bad). But it is really early, and the heart of earnings season will be this coming week and next week.
Apr 21, 2023 • 17 minutes
I enjoyed a wonderful dinner with my long-time friend, John Mauldin, last week, and something we discussed is going to be the subject of today’s Dividend Cafe.
Apr 20, 2023 • 13 minutes
The talk is warming up for the debt ceiling debate to become a major market story for a time
Apr 19, 2023 • 9 minutes
Day-to-day bond volatility continues to be quite elevated, and very few are really talking about it.
Apr 18, 2023 • 12 minutes
Sometimes you have to report what is and not what ought to be, and sometimes what is or what will be is different than what is or what appeared to be just two weeks sooner.
Apr 17, 2023 • 15 minutes
The odds of an additional quarter-point rate hike at the May 2-3 FOMC meeting have come up to 78% in the futures market as the Fed has done a good job sending a plethora of governors out to give speeches saying they believe it needs to be done.
Apr 14, 2023 • 13 minutes
At the end of the day, investor behavior will always be the primary determinant of investor outcomes. And investor behavior is deeply tied to how one views the “last dollar on the table.”
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