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Monthly Archives: July 2024
Time lags have magnified risk exposure and complacency
In the second quarter of 2024, big tech companies drove the S&P 500 up 4.3%, while the Russell 2000 index of economically representative small and midsize stocks fell 3.6%. The five most expensive S&P 500 companies now make up a … Continue reading
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Ford CEO on the rapid evolution of electric vehicles
For those of us who’ve benefited from driving an EV for years already, it is a relief to hear mainstream leaders finally drop the opposition and misinformation to embrace the obvious. Ford CEO Farley does an excellent job of articulating … Continue reading
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Treasuries see recession-style employment trends, stocks should too
The US unemployment rate in June ticked up to 4.1% (from 4% in May, red line below since 2021, and 70 basis points above the 3.4% cycle low in 2022). Full-time job creation fell to a 39-month low and part-time … Continue reading
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