The Market in Pictures, June 14

by | Jun 14, 2024 | Blog, Charts

Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and the way they fit the unfolding puzzle of evidence: John Luke: FOMC members have very little confidence in their inflation outlooks   Source: FOMC as of...
Winning Within the System

Winning Within the System

by | Jun 5, 2024 | Market Updates

I’ve been reminded of two things this month: It is a privilege to get to write about things we think matter. Thank you for the opportunity. The importance of communicating clearly. I’ve recently been given a chance to help the varsity basketball team at Fairhope. We...

The Market in Pictures, May 24

by | May 24, 2024 | Blog, Charts

Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and the way they fit the unfolding puzzle of evidence: Beckham: It’s been a year since “NVDA Day” when stocks broke out of their SIVB-driven funk and turned their eyes...

Lots to Consider for T-Bond Buyers

by | May 23, 2024 | Blog, Bonds

TBAC Seeks New Funding Ideas   The borrowing needs of the Treasury over the coming years are expected to drive an increase in issuance as the debt load compounds. The share of outstanding Treasuries held by its two largest investor types (foreign investors and...