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The DC Today - Thursday, February 16, 2023
ASK DAVID “Do you buy this stuff from Larry Lindsey and other economists like him that are worried that financial conditions are good enough that the…
3 years, 1 month ago
The DC Today - Wednesday, February 15, 2023
Today's Link - https://bahnsen.co/3xqUhJS
ASK DAVID
“If valuation matters at the time of purchase, why would it not matter at the time of reinvestme…
3 years, 1 month ago
The DC Today - Tuesday February 14, 2023
Today's Link: https://bahnsen.co/3E7qE3V
The CPI number for the month of January came in at +0.4% for core inflation and +0.5% for headline inflatio…
3 years, 1 month ago
The DC Today - Monday, February 13, 2023
Today's Link: https://bahnsen.co/3HXUEAl
A rally day in the markets, telling you exactly what the markets think about the theory of extra-terrestria…
3 years, 1 month ago
The Risk that Meets the Moment
Link to Dividend Cafe: https://bahnsen.co/3jErUVn
I wrote last week about the multi-year (and indeed, multi-decade) beliefs we have about macroecono…
3 years, 1 month ago
The DC Today - Thursday, February 9, 2023
The DC Today - Thursday, Feb 9 - https://bahnsen.co/40IKvQA
Ask Trevor “It doesn’t seem like stocks have a believable catalyst to go up from here, wo…
3 years, 1 month ago
The DC Today - Wednesday, February 8, 2023
Good afternoon, Brian Szytel here with you today on this down day in markets following yesterday’s unconvincing (to me, at least) Fed-led rally. Tod…
3 years, 1 month ago
The DC Today - Tuesday February 7, 2023
Lots of chatter from Fed Governors these days with Kashkari saying we need higher rates for longer, Bostic in Atlanta saying January’s jobs report sp…
3 years, 1 month ago
The DC Today - Monday, February 6, 2023
Futures opened last night down -80 points and stayed down near -100 points into the evening. This morning futures pointed to a down -200 point open …
3 years, 1 month ago
Deflation Debation in Denation
I have a view of where the United States is in its economic cycle that I have had for quite some time, and that has substantially informed many of th…
3 years, 1 month ago