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3rd Quarter Economic And Market Outlook: Understanding Risks And Opportunities In The Web Of Inflation, Interest Rates, Valuations, And More

Nerd's Eye View

And even though numerous signs are pointing to the looming possibility of a more widespread economic downturn – including the reduction of household savings, reduced lending, and the resumption of student loan payments for many borrowers – the job market remains strong. And even though U.S.

Valuation 246
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The Greatest Missed Opportunity of Our Lifetimes

The Big Picture

The US government? This goes back to Grover Norquists ‘ idea that the government should be made so small it could be “ drowned in a bathtub.” Your grandchildren will blame the toxic combination of incompetency and ideology for the massively increased carrying costs of unfunded spending and tax cuts.

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Sunday links: the line between gambling and savings

Abnormal Returns

disciplinefunds.com) Vanguard is launching two new active ETFs, the Vanguard Core Tax-Exempt Bond ETF ($VCRM) and Vanguard Short Duration Tax-Exempt Bond ETF ($VSDM). nytimes.com) Covid demonstrated what the federal government can do to support people. apolloacademy.com) The economic schedule for the coming week.

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Sunday links: when ideas combine

Abnormal Returns

msn.com) Policy Nicholas Bagley, "We need a government that can build, whether it’s wind farms or websites." msn.com) Cutting IRS funding reliably reduces overall tax revenue. foreignaffairs.com) The economic schedule for the coming week. (bigtechnology.com) The bull case for the Apple ($AAPL) Vision Pro.

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10 Wednesday AM Reads

The Big Picture

But the government-orchestrated deal has angered many investors. But the government-orchestrated deal has angered many investors. Even though it feels like I’ve lived through every economic or market environment imaginable, I know there will be plenty of stuff that happens in the future that will surprise me. (

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The Top in the US Dollar Is In. Where to From Here?

Mish Talk

Yesterday, the Bank of Japan unexpectedly lifted its ceiling on 10-year government bonds from 0.25 Japan 10-year bond yield courtesy of Trading Economics. US 10-year bond yield courtesy of Trading Economics. percent to 0.50 The BOJ lifted the ceiling to stop an unwelcome slide in the yen. US Treasury Note 10-Year Yield.

Banking 191
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A Rising Tax Environment? What to Watch For.

Nationwide Financial

Key Takeaways: Even without new legislation, the prospect of higher taxes in the future is still looming. The impact of higher taxes on retirees could be substantial, so staying up to date on the current tax landscape is vital. But even without new legislation, the prospect of higher taxes in the future is still looming.

Taxes 98