Saturday, March 16th. Inflation pops and bonds drop. Just when the market and the Fed started seeing eye-to-eye, the Fed...
Read moreSaturday, March 9th. Too soon to be too bearish. Too late to be too bullish.Dave Spano and Brian Jacobsen review...
Read moreSaturday, March 2nd. The Boom Continues!New highs for the big guys. Dave Spano and Dr. Brian Jacobsen present our Week-in-Review....
Read moreSaturday, February 24th. The Fed stays consistent. Cutting later than sooner. Nvidia was the darling of the week, but there...
Read moreSaturday, February 17th. Finally, eye-to-eye on rate cuts.A hot CPI print threw cold water on the markets. It woke people...
Read moreSaturday, February 10th. The market is FINALLY listening to the Fed. The Fed says March is too early for a...
Read moreSaturday, February 3rd. What a BIG jobs report means for interest rates. Forget the groundhog seeing his shadow, how about...
Read moreSaturday, January 27th. Take a bow, consumers. You're the GDP MVP. The end of rolling recessions is near--but be cautious....
Read moreSaturday, January 20th. Closed doors, open windows, and warm breezes. The Fed is in no hurry to cut rates. Retail...
Read moreSaturday, January 13th. The world's on edge. Earnings season kicked off and the labor market gradually slowing. Plus, we saw...
Read moreSaturday, January 6th. Why the coal, Santa? Early on, the S&P was down 1% during the Santa Claus rally period....
Read moreSaturday, December 30th. 2023 in review. Dave Spano and Brian Jacobsen review a very eventful year. Plus, we share our most popular...
Read moreSaturday, December 23rd. The naughty and nice list. Fed officials were out in force to tame expectations of rate cuts....
Read moreSaturday, December 16th. What about that FOMO rally? The Fed meets, speaks, and ignites a FOMO rally. Dave Spano and...
Read moreSaturday, December 9th. Never underestimate the power of low expectations.The October 2023 bottom reacted to high yields and anticipated an...
Read moreConsumer confidence and spending up. Is it enough?Beige Book blues, bonds in a bull market, and is inflation moving from...
Read moreSaturday, November 25th. Longer pause and faster cuts?Market is pricing in a first cut by June and then a gradual...
Read moreSaturday, November 18th. Growth: Weaker isn't weakness, yet.Retail sales dip and CPI stays flat. Is the Fed frozen? Dave Spano...
Read moreSaturday, November 11th. Fun-flation is fading. Consumer is shifting from YOLO to buy low.Despite not having a recession, it's a...
Read moreEarnings season has been good, but guidance hasn’t. Nearly 80% of companies beat earnings expectations. The real news was in...
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