Inflation Then and Now, or: The 'Where Were Y...

Brian Szytel recaps a mixed market close on Tuesday, April 28, with tech and the NASDAQ down about 0.9% while the Dow was flat and the S&P 500 fell about 0.5%, driven by AI concerns and competition after OpenAI missed numbers amid market-share losses to Gemini and Anthropic. He n ...  Show more

Today's Post - https://bahnsen.co/4ued1rl David Bahnsen delivers a “normal” Monday Dividend Cafe covering the weekend’s major news—an assassination attempt tied to the White House Correspondents’ Dinner that ended without fatalities and had no market impact—then recaps mostly fla ...  Show more

Inflation will eventually come down, but not rapidly or in the way it would have in previous years. So says Sharon Bell, managing director and senior European equity strategist at Goldman Sachs. She tells Merryn Somerset Webb on this week’s Merryn Talks Money that the reason for ...  Show more

The major US equity indices closed around flat yesterday while small caps outperformed, with the Russell 2000 index gaining 0.5%. The 10-year US Treasury yield climbed to 4.43%, prompting investors to raise their bets on the Fed cutting rates just twice this year following las ...

Our guest on the podcast today is David Booth. He’s the Chairman of Dimensional Fund Advisors, a firm he founded in 1981. David led Dimensional as CEO and later Co-CEO until 2017, when he stepped back from the daily management of the firm. David helped create one of the world’ ...

As most of you know, I’m busy writing a book that this podcast is partially source material for, and at the moment, I’m deep in the weeds on chapters about the Dotcom bubble—how it happened, why it happened, that sort of thing. By necessity, I’ve been going into a lot of economic ...  Show more