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Saturday, September 30, 2023
Weekly Economic Update (video)
Friday, September 29, 2023
Soft Is Short Term Good, The Boats Are Docked, And What If It's All About Oil? (video)
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Thursday, September 28, 2023
Key Highlights
Here are a few key highlights from our recent messaging herein:
This Tuesday:
"...another way to view the present setup would be to recognize that -- while stocks look [to perhaps put it mildly] expensive -- bonds are beginning to look pretty (historically-speaking) cheap. Hence, my comment that, while it may still be a bit early, we'll definitely be eyeballing duration going forward."
Wednesday, September 27, 2023
Be Very Very Patient Right Here (video)
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Tuesday, September 26, 2023
Morning Note: Eyeballing Duration
In last week's video update I suggested that we're keeping a very close eye on "duration," implying that assets that respond most-positively to falling rates have our attention, although we’re not yet adding to any, right here...
Monday, September 25, 2023
Morning Note: Sector, Region and Asset Class Results Update
Here's your weekly sector, region and asset class results update:
Saturday, September 23, 2023
Economic Update: Housing Starts Down, Permits Up, Builders Fretting, and Some Other Stuff (video)
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