41 years in the Investment Industry, 22 on the Institutional side, 19 in Wealth Management. CFA with experience as a mutual fund manager and economist.
Speaker Johnson when talking about high gas prices said that when we get this “Thing” resolved gas prices will drop. Is the Iran War now a “ thing” for the Republicans? UFB!
I have read that approximate repair cost for Kennedy Center is about $300 million. Why doesn’t Trump pay for it all so he can put his name on structure
Spencer Jakab talks about the Buffett indicator in today’s WSJ. It is not flawed, on the other hand I looked at this when at Templeton Investments. It is only a foolproof timing indicator at lows, 100% or less. Recent example, April ‘25 Tariff low.
Since 2015 I have viewed Trump as a disgusting person with no moral center. He confirmed that at the correspondents dinner and his posting s of Kaitlan Collins. He is true depraved gutter dweller.
@DKellerCMT Since 6/2-3 all-time highs SPX 7620 & SOXX 618 they have dropped 4% & 12% respectively. Tells me AVGO report was first shot across the Bow for a bigger pullback. Is ORCL the second shot?
Kevin McCarthy extols the BBB providing several tax breaks to citizens. Estimates show a boost of $800-$900B. But he did not mention the 12/31/28 expiration date.
Weekend discussions on whether the Prez sleeps at Cabinet meetings. Maybe Joe Biden fights back on his Sleepy Joe moniker, referring to the Prez as Slumpy Trumpy.