Nov 30, 2023
(11/30/23) Face-off Movie, Bond Math, and Market Preview: How does the Consumer continue to spend? Texas' Christmas spending habits = $817/avg. Budgeting for Christmas w price pressure in mind. Will interest rates be but next year (why wouild the Fed do that)? Michael Lebowitz helps crunch the Bond Math: What...
Nov 29, 2023
(11/29/23) Berkshire Hathaway #2 man, Charlie Munger has passed at age 99; Danny & Jon review his greatest quotes & investing philosophies; Mark Cuben divests his majority stake in the Dallas Mavericks; market & economic numbers commentary; chances for rate cuts by June are on the rise; Cyber Monday sales up +9%,...
Nov 28, 2023
(11/28/23) After a protracted Thanksgiving break, Danny and Jonathan preview markets and economic releases this week, along with Fed minutes & holiday spending trends: Thanksgiving wasn't cheap, and Christmas is going on credit cards. The rate of inflation may be lower, but prices are still going up. Holiday chaos,...
Nov 24, 2023
(11/24/23)Withdrawal Rates & Recency Bias: Why Dave Ramsey is
wrong about withdrawal rates. MorningStar: Dealing with higher
fixed-income rates: not here to stay. Why the 4% Withdrawal Rate is
back...for now. Sequence of Returns & Guaranteed Income when the
withdrawal rate is not constant.
NOTE: This presentation...
Nov 23, 2023
(11/23/22) Recession will occur when employment turns sour. Fed guidance to markets: Not saying anything for a while, positioning to be "right," regardless of outcome. Why would the Fed cut rates? That's the Fed's conundrum. What does the Fed know that they're not telling the rest of us? Comparing 2016-19 to now: The...