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.
Jim E discusses this week’s Fed decision, Earnings and warns about malicious links.
Morgan discusses the Fed, earnings reports, and meme stocks.
Jim K discusses the perception of tariff’s effects on inflation versus reality.
Jim and Morgan discuss interest rates and how cuts would affect bond holdings.
Jim discusses market earnings and the efficiency revolution.
Jim discusses recent economic data, and a potential motive of the Fed’s in holding rates steady.
Morgan discusses the Federal Reserve meeting and comments from Fed Governor Waller.

