Week ended Sept 29, 2023 (end of 3Q)
Dismal end to a dismal quarter, with stocks down and bonds getting hammered. US govt shutdown, US housing market and UST market worries.
My view on what's going on in the financial markets and the global economy, and a few other things that might interest me from time to time.
Week ended Sept 29, 2023 (end of 3Q)
Week ended Sept 22, 2023: Central bank trifecta, recent IPOs
Guns or butter?
Jobs reports: are US jobs trending in the right direction?
Social Security: crash and burn?
Week ended Aug 25th 2023: Nvidia, Jackson Hole and real interest rates
FitchRatings downgrades the US: does anyone care?
Wrong (so far)....but the Street has been, too
Week ended July 28, 2023: Looking good!
The great reveal: 1H2023 update
OPEC+ is at it again
BIPs, RIPs and CHIPs
FINANCE 101: The rationale for retirement savings plans
Take aways from Berkshire Hathaway’s 2023 shareholder meeting
Decisions, decisions, decisions: inflation and consumer preferences
FINANCE 101: Savings and the time value of money
The US debt ceiling debacle
S&P 500 1Q2023: Tech stars dominate (again)