Weekly Market Pulse: Artificial Intelligence?
Nvidia reported earnings last week and they were, to be sober about it, incredible. Total revenue rose to $22.1 billion for the quarter, up 22% from last quarter and 265% year-over-year. Data center revenue, which [...]
Weekly Market Pulse: Questions
Reports that say that something hasn't happened are always interesting to me, because as we know, there are known knowns; there are things we know we know. We also know there are known unknowns; that [...]
Weekly Market Pulse: Are You Ready For The Roarin’ Twenties?
When I sat down to write this week's commentary, my intention was to write - again - about the valuation of the stock market and particularly the S&P 500. And even more specifically about the [...]
Market Morsels: ISM and Recession
The ISM manufacturing survey has been below 50 for 15 months in a row and sits today at 49.1. This survey, along with a lot of other manufacturing data and anecdotes, has been cited repeatedly [...]
How Many Rate Cuts?
At the beginning of the year, the market was pricing in fairly high odds of as many as 5 interest rate cuts by the Fed this year, the first one coming in March. Now, just [...]
Market Pulse: Skeptically Optimistic
The 10-year Treasury Note yield fell 13 basis points last week, a move that would not normally rate any mention whatsoever, but the path of that small decline does. From Monday to Thursday, the yield [...]
Market Morsels: Corporate Bond Issuance
Corporate bond issuance in January is at $176 billion with a few days to go. That's an all-time record for January and higher than any month last year. Last year's issuance was up 5.5% over [...]
Stay In Touch