Morgan discusses expectations surrounding the Federal Reserve meeting, and recent trades across many portfolios.
Author: Morgan Hood
Jim discusses interest rate projections, the possibility of a recession, and how we are positioning portfolios.
Jim K discussed the Federal Reserve, the jobs revision, and recent adjustments to many portfolios.
Jim and Morgan discuss interest rate cuts, PE ratios and PEG ratios.
Jim K discusses the Federal Reserve and the SAHM Rule.
Jim discusses recent market events including the carry trade.
Jim and Morgan discuss valuation methods, recent trades, and capital gains.
Jim discusses economic news, interest rates, and recent news headlines.
Jim and Morgan discuss consumer confidence, inflation, and the effect that rate cuts will have on fixed income in your portfolio.
Jim and Morgan talk about rate cut expectations and market performance.
