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Ten Steps to Achieving the 'American Dream' (12/11/23)
Ten Steps to Achieving the 'American Dream' (12/11/23)

(12/11/23) Friday's employment report was not great: comprised pf mostly striking workers returning to the job; factor out anomalies, and it was a ve…

2 years, 1 month ago

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Putting Cash to Work in a 5% World (12/8/23)
Putting Cash to Work in a 5% World (12/8/23)

(12/8/23) Markets and the Fed are at odds in interest rate expectations; AMD vs NVDIA in the chip wars; why markets are pulling back: Setting up for …

2 years, 1 month ago

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#Bitcoin Back in the Headlines (12/723)
#Bitcoin Back in the Headlines (12/723)

(12/7/23) Markets are hoping for a Santa Claus rally; Jobless claims and employment numbers preview: What will the Fed do? What the VIX is telling us…

2 years, 1 month ago

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Will 2024 See a Soft-landing, Recession...or Worse? (12/6/23)
Will 2024 See a Soft-landing, Recession...or Worse? (12/6/23)

(12/6/23) Will there be a soft-landing, recession, or worse in 2024...or not until 2025? There is still lots of liquidity sloshing around the system.…

2 years, 1 month ago

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Is There Hope for 2024? (12/5/23)
Is There Hope for 2024? (12/5/23)

(12/5/23) There have been fewer declining economic surprises of late as the economy weakens. We're noting a surge in use of buy-now/pay-later service…

2 years, 1 month ago

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Is the 'Everything' Rally Over?  (12/4/23)
Is the 'Everything' Rally Over? (12/4/23)

(12/4/23) Welcome to the first full week of December trading; a review of Mrs. Roberts' Birthday Weekend; market-wise, the stock buy back window is c…

2 years, 1 month ago

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Will You Be Visited by Ghosts of Financial Mistakes-past? (12/1/23)
Will You Be Visited by Ghosts of Financial Mistakes-past? (12/1/23)

(12/1/23) The next James Bond movie should be called, "Convexity," starring Michael Lebowitz; looking at the Climate Summit: What's on Bill Gates' ag…

2 years, 1 month ago

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Doing the Bond Math Amid Fiscal Dysfunction (11/30/23)
Doing the Bond Math Amid Fiscal Dysfunction (11/30/23)

(11/30/23) Face-off Movie, Bond Math, and Market Preview: How does the Consumer continue to spend? Texas' Christmas spending habits = $817/avg. Budge…

2 years, 1 month ago

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What Would Charlie Munger Do? (11/29/23)
What Would Charlie Munger Do? (11/29/23)

(11/29/23) Berkshire Hathaway #2 man, Charlie Munger has passed at age 99; Danny & Jon review his greatest quotes & investing philosophies; Mark Cube…

2 years, 1 month ago

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If You Think You Made Too Much Money this Year... (11/28/23)
If You Think You Made Too Much Money this Year... (11/28/23)

(11/28/23) After a protracted Thanksgiving break, Danny and Jonathan preview markets and economic releases this week, along with Fed minutes & holida…

2 years, 1 month ago

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