Jim K discusses this week’s CPI report and possible Fed reactions.
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.
Jim and Morgan discuss consumer confidence, inflation, and the effect that rate cuts will have on fixed income in your portfolio.
Jim and Morgan talk about rate cut expectations and market performance.
Jim discusses what we know, and what we don’t know.
Jim discusses consumer sentiment and deep fakes.