$22.66
-0.0400 (-0.176%)
At Close: Jun 03, 2026
Corporate Credit Markets Remain In Good Shape
02:06pm, Monday, 20'th Jul 2020
The name of the bond market game since COVID-19 hit, if it can be summarized in one sentence, is that credit spread assets continue to make sense.
S&P 500 Investors Betting On Bigger Fed Action To Boost Market
11:21am, Monday, 20'th Jul 2020
In the last several months the value of the S&P 500 has become really sensitive to things Fed officials say and do.
Crisis Dashboard: Big Data Helps Paint The Big Picture (July Update)
08:18am, Sunday, 19'th Jul 2020
Our crisis dashboard includes signals from three areas: 1) public health, 2) the consumer sector and 3) financial markets.
Sentiment Speaks: This Market Stinks - But Not Why You May Think
08:00am, Sunday, 19'th Jul 2020
There are so many false narratives being presented about the market of late. Facts about the market matter more than commonly held beliefs I am expecting to see lower levels in the market over the com
What's Next... New Highs Or Another Crash?
07:12am, Sunday, 19'th Jul 2020
Entry into the seasonably weakest quarter in the stock market and how July tends to be the best of this three-month period.
Weighing The Week Ahead: What Is Your Personal Downside Risk?
05:45am, Sunday, 19'th Jul 2020
The economic calendar is very light and many are on vacation. Corporate earnings are revving up, and look good so far. Not much information about the outlook.
Weekly Commentary: Drone Money
05:27am, Sunday, 19'th Jul 2020
Aren't the markets already conspicuously over-liquefied? It was Dr. Ben Bernanke that, in the wake of the tech bubble collapse, elevated Friedman's academic thought experiment to a revolutionary polic
The Whether Report
02:45am, Sunday, 19'th Jul 2020
Hard to see very far in any direction. That is where we are now.
Challenging Your Core Beliefs
02:20am, Sunday, 19'th Jul 2020
The market challenges our core beliefs at times. Reviewing and then challenging our core beliefs along with valuation.
GOVT: The Upside To Treasuries Exists Only If Things Get Worse
09:23pm, Thursday, 16'th Jul 2020
GOVT sits near an all-time high, and the stated yield is quite low. If economic conditions improve, there is very little upside for treasuries.
Banks And Borrowers Not In Quick Recovery
07:48pm, Thursday, 16'th Jul 2020
As the Trump admin works daily to prop up the stock market as key to its re-election bid in November, a financial pandemic continues to undercut the real economy and national income.
Zero-Bound: Going Negative
02:38pm, Thursday, 16'th Jul 2020
Last fall we put together a presentation called Zero-Bound. It was our belief at the time that in the next recession the Fed would bring interest rates back down to zero.
June CPI Report Underscores Economic Fragilities
02:03pm, Thursday, 16'th Jul 2020
The headline consumer price index increased 0.6% month over month in June, boosted by a rebound in energy prices.
Is The Growing U.S. Debt Sustainable? Not Indefinitely, But Don't Ring The Alarm Just Yet
09:05am, Thursday, 16'th Jul 2020
Corporate debt is a debt incurred by businesses and is typically used by corporations to support general business operations and investment activities.
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