The Big Guys’ Outlooks for 2023PIMCORussell
Market
Tomorrow: YouTube at 10AM ET
Tomorrow: YouTube at 10AM ETWe enter the bottom of the fifth inning, as Jay Powell makes very brief comments. Subscribe to the channel to watch it later (watch Jae’s Corner on YT, including my corny, but well-meaning, shorts).Jae's Corner: Uncommon Financial Insight...
Six More Months Of This?
Six More Months Of This?Probably, except the nature and catalysts are likely to be very different. So while happy talk (earnings season) is upon us and will invariably grab the headlines, we’ll show you what the stable will be tracking.As usual, free and live for...
Down The Wormhole
Down The WormholeArt Lewis, radio show host, veered to my observations on the economy and inflation. It would've taken HOURS to discuss. In this video, I interjected what "I could've said, if time constraints didn't exist." Every age division, every financial...
It’s A Special Day (Maybe)
It’s A Special Day (Maybe)Not financial advice dyor.It’s Quadruple Witching Day today. Take a look at this article, you do not need to understand it (click here). This is a very good description of what is going to occur today, all day.More simply and vaguely put,...
CNBC’s Take on How Higher Interest Rates Will Affect You
CNBC’s Take on How Higher Interest Rates Will Affect YouIt’s not wrong, but it might be more fundamental than this (original story click here).Uh, what about the facts that:A LOT of asset pricing has been largely based on the idea that if asset prices decline, then it...
Can I Have My Nickel(back)? (not financial advice, dyor)
Can I Have My Nickel(back)? (not financial advice, dyor)Someone has made a lot of money here, if they are long the Nickel market. A LOT.Yabit, that also means that those short have LOST a lot.
Back to the Problem at Hand
Back to the Problem at HandSmart-portfolios, robo advisors etc: what other construct do you think they are using? They are all using a variation of the SAME THING. It explains how Schwab Intelligent Portfolios has recorded a 30% cash position at times: the grid was...