"Nuclear is wonderful as one of the sources of energy, one of the sources of sustainable energy.” —Nvidia CEO Jensen Huang The global nuclear renaissance is gaining steam. Our readers have seen our...
Selling a business is a life-changing event — whether that change is financial via a large exit, a lifestyle change to enter retirement, etc. But the process of selling your hard-built business can...
Much as truly active equity investing can result in greater returns for investors (even net of fees), so too can active management of fixed income securities. We’re big believers in the power of...
WEEK ENDING 11/15/2024 Treasury rally continues since mid-September Market still pricing a December rate cut President-elect Trump’s cabinet is taking shape
WEEK ENDING 11/8/2024 We have a new president—well, maybe not new—along with a “red wave” Week-to-week changes hide volatility Oh, and the Fed cut the Fed Funds range by 0.25%
WEEK ENDING 11/1/2024 The yield rally continues Welcome to the show that never ends Buckle up; Election Day is Tuesday
WEEK ENDING 10/25/2024 Elevated risk: critical data releases timed for next 10 days. Weaker liquidity in the bond market. Initial claims and Fed’s Beige Book point to healthy economy.
WEEK ENDING 10/18/2024 US economy remains resilient. The Fed stays on an easy path. Theory time: election and yield curve edition.
Algorithms run our lives. For better or worse, they undergird most of modern society. In some ways, it’s great — they can get us the right information at exactly the right time, surface a new video...
WEEK ENDING 10/4/2024 The monthly jobs release was a surprise. The municipal market participants must have missed work on Friday. Longshoremen are back to work after a 3-day work stoppage.
WEEK ENDING 9/27/2024 Fed achieves “Goldilocks” balance. US economy continues to expand. FOMC forecasts a neutral rate of just under 3%.
WEEK ENDING 9/20/2024 Fed “recalibrates” and cuts rate range by -0.50%. BOO! Halloween and the “Cash Trap” are approaching. Muni and Treasury curves steepen. Is this the beginning of the long road to...
Inflation is one of those words that has become ubiquitous… it’s everywhere (and has been for years now). It’s a crucial economic indicator to be sure, but you rarely read a single business news...
WEEK ENDING 9/13/2024 Fed’s big week: is it a rate cut of 25 or 50 basis points? August’s CPI and PPI releases confirm stable inflation trend. Muni and Treasury curves maintain “un-inversion”; long...
WEEK ENDING 9/6/2024 We remember: This week marks the 23rd anniversary of 9/11. What a week: All eyes are on the Fed and the stock market. We hope everyone had an enjoyable Labor Day holiday.
