Notes on markets, money, and the long view. The Weekly Update from Anton, plus press, and the occasional essay.
Weekly Update
In advance of 2023, the recession drum beats were so loud it was deafening. Market pundits warned that as the Fed raised interest rates, it was just a matter of time before the economy entered a recession.
Weekly Update
We have mentioned in past Weekly Briefs about the dynamics of our current multi-speed economy. Some sectors are doing (travel, retail, hospitality) while others are not doing so well (lending, banking, and commercial off
Weekly Update
Stocks climbed last week as reassuring inflation data boosted investor hopes that the rate-hike cycle was nearing an end amid fresh economic data pointing to continued economic resilience.
Weekly Update
In sports there are the subjective analysts and then those that take a technical approach to evaluate a team’s potential. On a subjective basis, the analyst would focus on attitude, team spirit, and managers ability to c
Weekly Update
Last Tuesday, we returned from a 10-day pilgrimage in Israel. This has been a trip my wife and I have been wanting to take for decades. Hylan Slobodin and his wife Rita, have been coordinating tours in Israel every two y
Weekly Update
Well, it's quite an unexpected scene right now in the U.S. stock market. Things are pretty mellow, even with the looming debt-ceiling crisis. And would you believe it, we've only got a handful of days left before the U.S
Weekly Update
Last Friday, the University of Michigan released its Consumer Sentiment bi-monthly report. The report is based on a survey conducted by Consumer Survey Center every two weeks contacting 600 households with 420 responding
Weekly Update
Since Jerome Powell, Federal Reserve Chairman, announced early 2022 the Federal Open Market Committee (FOMC) rate hike campaign to slow inflation, analysts have predicted a recession in 2023. Recessions do not suddenly s
Weekly Update
Throughout my life I have benefited from people with more experience and knowledge who have been generous to share what they have learned so my learning curve may be steeper with less setbacks due to mistakes.
Weekly Update
The Jerome Powell and the Federal Open Market Committee (FOMC) were in a real bind in 2020. They recognize the danger of ultra-low interest rates leading to hyperinflation. However, the coronavirus pandemic superseded ec
The Weekly Update
Anton’s note on the week, plus new essays. No noise, sent when there is something worth saying.
No spam, unsubscribe anytime.