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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, 11 months ago
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, 11 months ago
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, 11 months ago
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, 11 months ago
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, 11 months ago
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, 11 months ago
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, 11 months ago
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, 11 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, 11 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, 11 months ago