Feeling Good about Feeling Good

Today's Post - https://bahnsen.co/4jNrsk2 David L. Bahnsen previews a fuller recap of portfolio-manager meetings next week and focuses this episode on the recent rise in long-term Treasury yields, especially the 10-year. He argues the 75-basis-point jump is not credibly explained ...  Show more

Brian Szytel records shortly before the close on October 8, noting a modest down day with the Dow and S&P off about a third of a percent and the Nasdaq down about two-thirds, as value holds up better than growth amid sharply higher oil (WTI around $92, Brent around $106) and slig ...  Show more

Americans are feeling better about the economy. What’s that mean for stock investors? (00:21) David Meier and Asit Sharma discuss: - Why Americans are feeling better about the economy. - The headwinds facing Okta, and fundamentals for long-term investors to watch. - A retail roun ...  Show more

US small business owners are experiencing their highest level of optimism in over 40 years, fuelled by expectations of tax cuts and deregulation under Donald Trump. US producer prices rose less than expected in December, providing some relief, although today's consumer price d ...

The investing world is buzzing as markets rally, inflation softens, and a familiar political figure makes headlines.

How do these factors shape the current economic picture? What are the implications for portfolios and policies in the months ahead?

In this episode, ...

In this episode, join host David Lebowitz, Global Market Strategist, and special guest Gabriela Santos, Chief Market Strategist for the Americas, as they delve into the optimistic outlook for global markets. Discover how AI, economic growth, and inflation dynamics are shaping inv ...  Show more