Archive - Banking on the Market

The Fed's Super Discount Window is not QE

FAQs on the new program from the Fed to shore up liquidity for the Banks and avoid a Banking Crisis

Mar 17, 2023 •

The largest pure-play consumer health company

May 9, 2023 •

Industrials and Materials

2 sectors that should be underweight

Mar 31, 2023 •

A look at the December Fed Minutes

and asset allocations for the first quarter + bank earnings coming up!

Jan 5, 2023 •

The Weekend Edition # 86

Market Recap and Labor Report; Review - Berkshire Hathaway Annual Meeting; Earnings - A few themes to consider; Closing Thoughts - Have fun!

May 7, 2023 •

50bps back on the table...

What we need to see in the macro picture

Mar 8, 2023 •

Utz Brands - Not just a big bag of chips

A consumer staple with potential tailwinds - High Risk

Jan 17, 2023 •

The Debt Ceiling and Asset Positioning

What to expect during and after the Debt Ceiling resolution

May 16, 2023 •

Small may not be beautiful

A look at how tightening conditions will affect small businesses and companies we should look out for

Apr 11, 2023 •

Year End Special - Goodbye 2022; Hello 2023

The Year in Review vs The Year Ahead - Macro, Equities, Bonds & Commodities

Dec 29, 2022 •

The first Fed day of 2023

And a brief market outlook

Feb 2, 2023 •

Tightening conditions

A review of the March 2023 FOMC meeting and what's next

Mar 23, 2023 •

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts