Looks like the FOMC (Federal Open Market Committee) led by Jerome Powell is set to start lowering rates on or around September of 2024! With our new provider Koyfin rolling out some more graphical analytics, most notably the Yield Curve……
While listening to a podcast during the most recent whirlwind trip … travel time and down time to recover, made for good consumption. The most eloquent … maybe raw, or even ineloquent description of something that has been on our…
As popularity of new Asset Classes grow, we like to keep a watchful eye. Rapid growth in an Asset Class can, historically speaking, lead to an overly aggressive participation and some time unknown danger. Private Credit While we could drone…
AI Content Authenticity: All of the following text content has been completed by myself and has not been edited or created by AI. Occasionally we do use AI for images and will note below the image when appropriate. Our buddies…
Just after the turn of the calendar, we listened to Jeffrey Gundlach of DoubleLIne … a mostly bond shop owner, give his review of 2023 and expectations for 2024….the following slide was plucked from his 87 slide deck…. As a reminder,…
While there are a lot of ways to express this, as expected our buds at Visual Capitalist are doing it very well, easy to understand and great graphics… Tried to get the actual template to copy, but had to snapshot…
Q 4 2023 J.K. Financial, Inc. Newsletter, Pensions, Fight Fed, True Ups, Cyber
Bankruptcies = Credit Cycle Damages
Moody's Downgrade
Fitch Downgrade leads to higher rates!
