The Q3 Commentary 2023
Lead times, lag times, interest rates, Tesla, Business cycles, credit spreads.
19
10, 2023
19
10, 2023
MAAM Research Meeting October 19, 2023
S&P 500, TSX 60, VIX, Bullish vs Bearish Technical Indicators, Multi strategy hedge funds, Renewable energy ETFs, Inflation, Energy inflation, CPI, FED Funds Rate, Oil prices, Gold prices, Market multiples.
19
10, 2023
The Weekly Beacon – October 20, 2023
Consumer savings, S&P 500 p/e ratios, Magnificent 7, Oil market, Oil and geopolitics, Iran oil embargo, Oil prices.
18
10, 2023
The Daily – October 18, 2023
Wall Street firms will soon face stiffer penalties for running afoul of US derivatives rules and more often admit their misconduct when settling with the Commodity Futures
17
10, 2023
The Daily – October 17, 2023
A brief 10% surge in Bitcoin gave traders a glimpse into the possible impact of a looming US Securities & Exchange Commission
10
10, 2023
The Weekly Beacon – October 13, 2023
Mortgage rates, Quality versus liquidity, IPOs, Market resilience, Birkenstock IPO, Country garden property developer, Stagflation warning, Inflation rates.
10
10, 2023
MAAM Research Meeting October 5, 2023
S&P 500, TSX 60, VIX, Bullish vs Bearish Technical Indicators, Hedge Funds, Contrarian Capital, Emerging Markets, Distressed Debt, Interest Rate Expectations, Housing Affordability, US Dollar, Currencies.
10
10, 2023
The Daily – October 10, 2023
Republicans angling to replace ousted House Speaker Kevin McCarthy will vie for their
6
10, 2023
The Daily – October 6, 2023
The seemingly boundless popularity of Taylor Swift is boosting stock prices on both sides
5
10, 2023
The Weekly Beacon – October 6 2023
Rivian net income, Energy market, SPR, Oil prices, Biden administration energy policy, Servicing debt, Interest payments grow for everyone.
