Feet on the Steering Wheel, Eyes on the Rearview Windshield

by pentoport | Nov 15, 2024 | Commentary

November 15, 2024  Fiscal and monetary policy changes are what drive the data behind the 20 components in my IDEC Model. The election of DJT will most likely provide for significant fiscal and maybe even monetary policy changes. The political winds are behind lower...

Mid-Week Reality Check – 11/13/24

by pentoport | Nov 13, 2024 | Podcasts

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Mid-Week Reality Check – 11/6/24

by pentoport | Nov 6, 2024 | Podcasts

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Mid-Week Reality Check – 10/30/24

by pentoport | Oct 30, 2024 | Podcasts

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Mid-Week Reality Check – 10/23/24

by pentoport | Oct 23, 2024 | Podcasts

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Mid-Week Reality Check – 10/16/24

by pentoport | Oct 16, 2024 | Podcasts

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Mid-Week Reality Check – 10/9/24

by pentoport | Oct 9, 2024 | Podcasts

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Mid-Week Reality Check – 10/2/24

by pentoport | Oct 2, 2024 | Podcasts

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Bond Market Wild Card

by pentoport | Oct 2, 2024 | Commentary

October 1st 2024  So, the Fed has pivoted once again. Jerome Powell has done so many twists that Chubby Checker would be envious. Or better said, the Fed has panicked and now realized it is again offside on its inflation target. Hence, Powell feels compelled to move...

Mid-Week Reality Check – 9/25/24

by pentoport | Sep 25, 2024 | Podcasts

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