April 10, 2024
We’re watching the spread grow between large banks, small banks and regional banks.
It’s happening because the larger banks appear to be doing better at the expense of their smaller competitors.
April 22, 2024
As I write this, oil remains priced near $85 per barrel, just off the 6-month high of over $86 and up 15% year-to-date.
April 30, 2024
The bond market has been going through an extended drawdown period, dating back more than three years. And it’s getting worse.