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Fed Chair Powell Reverses Course

Fed Chair Powell Reverses Course

Fed Chair Powell Reverses CourseThis is very different from what the market heard just a week ago.The Bloomberg.com headline says it all. Interest rates jumped, and risky assets dropped sharply. Note that it is not only the direction/level, but the speed. It is very...

Small Business Hurt By Banking Crisis

Small Business Hurt By Banking Crisis

Small Business Hurt By Banking CrisisIf you eliminate the impossible, you get what must be true. Regional banks (even large ones) face sharply reduced deposit bases, for a number of reasons. You can watch many videos that I have mentioned since the interest rate...

Agenda:

Agenda:

Agenda:Someone wrote me an email with an “omission, a serious one” about the book. NOPE, there are limits to the book, and I’m not comfortable in discussing in the book. And by the way, it can be worth $10,000+ A YEAR to someone (and it is going to health insurance...

I Have A Question (and an updated audiocast)

Live at 11AM

Agenda:Someone wrote me an email with an “omission, a serious one” about the book. NOPE, there are limits to the book, and I’m not comfortable in discussing in the book. And by the way, it can be worth $10,000+ A YEAR to someone (and it is going to health insurance...

I Have A Question (and an updated audiocast)

Well That Escalated Quickly

First Friday of the Month (still dyor)After a week,YTD AGG (USD bond market) = -1.00%YTD SPY (S&P 500) = -1.87%The notable thing is that this has occurred despite the January effect, when more inflows occur than at any point in a year. Nevertheless, sellers have...

Now, Right Now

Now, Right Now

Now, Right NowThe reason that I believed in point c, at the end of 2022, is because other huge markets (“Stocks For Show, Bonds For Dough” says the broken record) did not support the idea that equities would notably decline. You can see that at the very end of 2021,...

I Have A Question (and an updated audiocast)

Baby, It’s Cold Outside

The Thin Line Between Snow Showers and a BlizzardIt would be unreasonable and impossible to download my entire information set regarding financial markets. I have seen a lot, more than enough for multiple lifetimes, I can easily say this. I literally had a second-row...

I Have A Question (and an updated audiocast)

If Build Back Better Fails…

If the Biden’s Build Back Better FailsJae’s Corner isn’t here to adjudicate whether or not Build Back Better should be enacted, it’s here to accurately describe some of the effects. While the child tax credit gets the headlines, lower health insurance premiums via the...