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The DC Today - Wednesday September 14, 2022
The day after the market sell-off you had a small move higher in each equity index but I unpack it all and then some here …
MARKET ACTION
Dow: +30 po…
3 years, 6 months ago
The DC Today - Tuesday September 13, 2022
The Consumer Price Index (Headline CPI) came in +8.3% over where it was a year ago. Core CPI (which excludes food and energy) came in at +6.3% versu…
3 years, 6 months ago
The DC Today - September 12, 2022
It’s pretty anti-climactic that I announce the new DC Today plans on Thursday and then we get to Monday and … it’s the same DC Today you are used to …
3 years, 6 months ago
Their Weakness is Not our Strength
I first want to thank everyone for the extremely positive feedback last week on the somewhat unique Dividend Cafe juxtaposing USC football and market…
3 years, 6 months ago
When Markets Fight On!
Why in the world would I waste the precious soundwaves of Dividend Cafe to recap day-by-day market action when this hallowed ground is supposed to be…
3 years, 6 months ago
When Is It Time to Sell?
Long-time readers of Dividend Cafe know that the real intent of this weekly commentary is to delve into the macroeconomic – the big picture – the hig…
3 years, 6 months ago
Top Five Questions of Summer 2022
We have a fun Dividend Cafe for you this week, with by far the most important things on my mind in the summer of 2022 getting all of the attention. …
3 years, 7 months ago
A Natural Way of Seeing Things
I kind of like this week's Dividend Cafe. We are going to do a very quick look into how the Fed fuels Japanification, but more specifically, how low…
3 years, 7 months ago
Economic Truth-Telling in an Age of Narratives
One of the hardest things about being an economic commentator in this day and age is that economic commentary requires nuance, and this day and age r…
3 years, 7 months ago
Inflating Clarification on Inflation
I really did mean to write this entire piece last week but simply ran out of time and space. I will give you a recap today of last week’s takeaways …
3 years, 7 months ago