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Daily Market Commentary

The Corporate Bond Market Is Stirring But Not Worrisome

By RIA Team, Jan 8, 2024

“U.S. (corporate) high-yield bonds have sold off at the fastest pace since March, when...

Government Spending Drives The Economy

By RIA Team, Jan 5, 2024

Since January 2022, nominal GDP has grown by $2.5 trillion or 5.77% annually. Such a growth rate is...

Tax Gain Selling And Undressing Take Charge

By RIA Team, Jan 4, 2024

Quite often, year-end trading is not a function of recent economic trends, earnings projections, or...

The Presidential Election Provides Stocks A Tailwind For 2024

By RIA Team, Jan 3, 2024

Our first article of the year, January Stats & New Year Investing Resolutions for 2024,...

What May Lie Ahead in 2024?

By RIA Team, Jan 2, 2024

Happy New Year! To get an idea of what may lie ahead in 2024, we need to briefly review the market...

The Calm Before the Storm

By RIA Team, Dec 29, 2023

It’s the last trading day of 2023, and not much is happening around the market. Stocks have edged...

A Case for Adjusting NVDA’s Earnings

By RIA Team, Dec 28, 2023

Human capital is an important input for growth at non-manufacturing tech companies such as NVDA. It...

Last Call for Window Dressers

By RIA Team, Dec 27, 2023

Some institutional investors must only report their holdings by the end of a month or quarter. As...

Banks And Credit Investors Have Vastly Different Opinions

By RIA Team, Dec 26, 2023

Corporations predominately borrow from banks and credit investors via the corporate debt markets....

Will The Red Sea Blockade Reignite Inflation Fears?

By RIA Team, Dec 22, 2023

Houthi rebels are attacking Red Sea vessels and greatly limiting traffic in one of the...

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