Serious investment thinking that doesn’t take itself too seriously.
"Trump Threatens to Bust Border Deal as Shutdown Deadline Nears." This morning's Bloomberg article leads with: Congress has only a few days left to come up with an agreement on...
"Five Things to Watch in the January Jobs Report." This morning's Wall Street Journal article led with: The U.S. government releases its broad measure of the January labor...
FOMC statement at 2 PM, and Fed Chair Powell's news conference at 2:30 PM. Those times have not changed despite the 3-hour delay today in opening the government. I will forward...
"U.S. Imposes Sanctions on Venezuela’s Oil Industry." Last night's Wall Street Journal article led with: The U.S. imposed sanctions (Treasury's press release) on Venezuela’s...
CBO's Budget and Economic Outlook will be released at 10 AM Today Here. Congressional Budget Office Director Keith Hall will hold a press conference at 11 AM. Watch it live on...
"China Sends Vice Ministers to Washington to Pave Way for U.S. Talks." This morning's Bloomberg report leads with: A Chinese delegation including deputy ministers will arrive in...