Morgan discusses the Federal Reserve decision to cut rates, and potential risks ahead.
Morgan discusses the Federal Reserve decision to cut rates, and potential risks ahead.
Morgan discusses expectations surrounding the Federal Reserve meeting, and recent trades across many portfolios.
Jim discusses interest rate projections, the possibility of a recession, and how we are positioning portfolios.
Jim K discussed the Federal Reserve, the jobs revision, and recent adjustments to many portfolios.
Jim and Morgan discuss interest rate cuts, PE ratios and PEG ratios.
Jim K discusses the Federal Reserve and the SAHM Rule.
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.