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The DC Today - Thursday September 29, 2022
The DC Today - Thursday September 29, 2022

We reversed much, although not all, of yesterday’s broad-based rally in today’s market sell-off – what one day giveth another taketh away. I unpack …

3 years, 5 months ago

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The DC Today - Wednesday September 28, 2022
The DC Today - Wednesday September 28, 2022

A rally day on Wall Street and a thorough explanation in today’s DC Today podcast!

MARKET ACTION

Dow: +549 points (+1.88%) S&P: +1.97% Nasdaq: +2.05%…

3 years, 5 months ago

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The DC Today - Tuesday September 27, 2022
The DC Today - Tuesday September 27, 2022

Markets took a decent lead at the open but couldn’t hold it, and there is some more to say about the bond market in today’s daily podcast!

TheDCToday…

3 years, 5 months ago

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The DC Today - Monday September 26, 2022
The DC Today - Monday September 26, 2022

This is a long DC Today with a lot more market talk than you are used to, largely because the “legacy” version is only one day a week and I am purpos…

3 years, 5 months ago

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The Enemy of our Enemies in the Market
The Enemy of our Enemies in the Market

The stock, bond, and housing markets are in pretty real distress right now as higher rates re-price risk assets, and general instability in monetary …

3 years, 5 months ago

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The DC Today - Thursday September 22, 2022
The DC Today - Thursday September 22, 2022

The market really doesn’t want to close strong these days, going from +100 to -100 in the last ten minutes of trading today.

MARKET ACTION

Dow: -107 …

3 years, 5 months ago

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The DC Today - Wednesday September 21, 2022
The DC Today - Wednesday September 21, 2022

I’d love to say “Fed comments caused the market to drop today” but it would be untrue. Within seconds of the Fed release the market went from +200 t…

3 years, 5 months ago

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The DC Today - Tuesday September 20, 2022
The DC Today - Tuesday September 20, 2022

A volatile day to the downside in markets today as traders await comments from the Fed tomorrow and as bond yields bring down risk asset valuation.

D…

3 years, 6 months ago

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An Updated Outlook on Energy
An Updated Outlook on Energy

It is not accidental that I write so much about the Energy sector. First and most applicable, we are big energy investors at The Bahnsen Group, carr…

3 years, 6 months ago

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The DC Today - Thursday September 15, 2022
The DC Today - Thursday September 15, 2022

Special thanks to all who have reached out to say how much they like and appreciate the new format. Between the addition of a podcast, a video, a tr…

3 years, 6 months ago

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