Jul 2023 — Jul 2023
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.
Jul 19, 2023 • 7 minutes
David Bahnsen is traveling today and I, Trevor Cummings, will be filling in to provide you with the daily happenings around markets on this beautiful summer day.
Jul 18, 2023 • 8 minutes
For all those waiting for the data or news indicating some recession shoe to drop we just aren’t seeing it and flows are quietly but steadily moving more toward risk assets with short positions covering
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