Jim discusses recent market events including the carry trade.
Jim discusses recent market events including the carry trade.
Jim and Morgan discuss valuation methods, recent trades, and capital gains.
Jim discusses economic news, interest rates, and recent news headlines.
Jim K discusses this week’s CPI report and possible Fed reactions.
Jim E discusses the danger of pure momentum stocks and the employment report.
Jim E & Jim K discuss the market place optimism, concentration and the Fed.
Jim K and Jim E discuss TTG’s technology changes and the security of your information.
Jim E discusses bond holdings and Convexity.