Morgan discusses the government shutdown and recent trades in your portfolios.
Author: Morgan Hood
Jim discusses the planned spending in the AI sector, and the effect we expect it to have.
Jim discusses the value of the Dollar, ten-year Treasury rates, and DOW theory.
Jim and Morgan discuss the Federal Reserve meeting and the “risk management cut”.
Jim discusses the price movement in a bond your portfolio may hold, and earnings.
Jim discusses the slowing economy and interest rates.
Morgan discusses Powell’s Jackson Hole speech and the shift in rate cut expectations.
Jim and Jim discuss Jackson Hole and earnings.
Morgan discusses the CPI and PPI reports, and how they have affected rate expectations.
A long-winded Jim K talks today about Stock Market Bubbles and how to invest in this climate.
