This week, Jim E. and Logan discuss changes to portfolio holdings, the recent announcement of the incoming Federal Reserve Chairman, and the value of the dollar.
This week, Jim E. and Logan discuss changes to portfolio holdings, the recent announcement of the incoming Federal Reserve Chairman, and the value of the dollar.
Jim K. discusses Q3 2025 final GDP and jobs reports. He also discusses the continued impact of AI on all sectors & jobs, and the importance of monitoring leading indicators in order to protect assets in the event of a market correction.
This week the Jim’s talk about a few our holdings and the logic behind them.
Jim E discusses Key metrics including the value of the dollar, long term rates and an all time high in Transportation stocks
This week, Jim discusses peace in Ukraine, the 10-year Treasury, and the future of the AI sector.
This week Jim & Morgan discuss the recent Fed meeting, rate cuts, and the growing government deficit.
This week Jim & Logan discuss next week’s Fed meeting, Black Friday and Cyber Monday, Dow Jones Transportation Averages, and the Dollar.
Jim and Morgan discuss the Dollar Index and the Prevent Government Shutdown Act.
Jim & Logan discuss the role of AI in layoffs, as well as AI’s total investment compared to Oil.
Morgan discusses growing investor caution and the data-dependent Fed.