Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.
The most important charts and themes in markets and investing... 00:00 Intro 00:37 A Stunning Rotation 06:52 Trouble in Credit 11:55 The Bond Market Recovery: Almost Complete 16:32 A Split Within the Fed 20:38 Tariff Confusion Continues 30:34 Rising Real Wages
Comments
A few weeks have elapsed since the prior episode was made available on 1/19/2026.
The most important charts and themes in markets and investing...
00:00 Intro
00:37 A Stunning Rotation
06:52 Trouble in Credit
11:55 The Bond Market Recovery: Almost Complete
16:32 A Split Within the Fed
20:38 Tariff Confusion Continues
30:34 Rising Real Wages
Video
Blog