Sep 10, 2024 | Blog, Blog Home Others, Economics and Investing, Timely PM Updates
Written by How to Allocate Based on Possible Fed Decision September 10, 2024 | TIMELY PM UPDATES What’s the Fed Going to Do in September? I posed the question because that is how it is often posed to us, but that’s not actually the question I want to try to answer...
Sep 6, 2024 | Blog, Blog Home Others, Fireside Charts
Written by Interest Rate Policy, Job Creation, Office Vacancies September 6, 2024 | FIRESIDE CHARTS Happy Friday! I hope everyone had a relaxing long weekend and is settling into fall. In this week’s Bird’s Eye Breakdown video I wanted to highlight...
Aug 22, 2024 | Blog, Blog Home Others, Fireside Charts
Written by Data Revisions, Gold, to the Moon August 22, 2024 | FIRESIDE CHARTS Hi Readers, This week we are launching our first video accompaniment to our weekly Fireside Charts. In these videos, I will select a chart or theme from that week’s charts that I...
Aug 16, 2024 | Blog, Blog Home Others, Fireside Charts
Written by Volmageddon, Rebounding Markets, AI Investment August 16, 2024 | FIRESIDE CHARTS Volmageddon isn’t what it used to be. Perhaps increased interest in the index has made the VIX an example of Goodhart’s Law—when a measure becomes a target, it ceases to be a...
Aug 9, 2024 | Blog, Blog Home Others, Fireside Charts
Written by Bank of Japan, the Sahm Rule, Earnings Season August 9, 2024 | FIRESIDE CHARTS On Sunday night the Bank of Japan (BOJ) unexpectedly raised interest rates, adding fuel to the fire in already skittish equity markets. Investors were on edge after the prior...
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