Jim and Morgan discuss earnings season, the growing federal interest expense, and more.
Month: July 2023
Jim and Jim discuss the S&P rally, equal-weighted S&P, and some hurdles that we’d like to see put behind us, before being convinced that this rally will be sustained.
Jim and Morgan discuss the low-volume market rally and recent inflation data.
Jim and Jim discuss the bifurcation of opinion, and how any economic news can be portrayed to be “bad news” if desired.