Performance!
For the period ended 1/19/2024
The S&P 500 may have made a new high on Friday…
Retail Sales Surprisingly Strong
Retail sales rose 0.6% in December versus expectations of 0.4%. After adjusting for inflation, the gain was about…
Survey Of Market Research
Jan 15-22, 2024
DoubleLine Quarterly Market Commentary, December 2023
FTSE Russell Equity Factor Insights, January 2024
WisdomTree: Shareholder Yield Shines…
Probably Not Good News...
The New York Fed released its Empire State Manufacturing Survey this morning, suffering the worst decline in its history excluding…
Shipment Volumes Still Falling
The latest Cass Freight Index is out today. The news is mixed. On a seasonally adjusted basis, volumes rose 2.…
Some Cautionary Charts
I'd like a soft landing for the economy as much as anyone. However, I can't help…
Soft Landing Warning!
It turns out that soft-landing narratives often precede recessions.
So be warned, soft landings can sometimes end like this:…
Spot Bitcoin ETFs Are Here
Last evening, the SEC approved several Bitcoin ETFs and they began trading this morning. Here are some links to articles…
Mixed News on Prices
Today's inflation report has something for everyone. Both headline and core CPI gain 0.3% in December. Headline…
And The Streak Goes On...
By reaching a new high on January 2, 2024, the Dow Jones Industrial Average has matched its previous record of…
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