David Reavill

The Fed And The Market Managing The Yield Curve

It puts an entirely different slant on how we view the Yield Curve. It's no longer this passive time difference between short and long maturities. Now, it's as if there is one active player (the Bank—the Fed) who puts up their latest interest rates. While on the sidelines, the rest of the world (literally) stands in judgment of the Fed's move. If the Fed raises rates too high, as they did from 2022 until 2024, the long end of the Yield Curve, the Seer, stays put, refusing to budge, showing to the world that the Fed has overreacted.

Those California Fires - A Generational View

For those of us who've enjoyed that little bit of paradise that lies between the mountains and the sea along the Coastline of Southern California, fires are an eternal threat.
It's what comes next that we'll focus on. How will Californians react to the loss and devastation?

Those California Fires - A Generational View

For those of us who've enjoyed that little bit of paradise that lies between the mountains and the sea along the Coastline of Southern California, fires are an eternal threat.
It's what comes next that we'll focus on. How will Californians react to the loss and devastation?

Those California Fires - A Generational View

For those of us who've enjoyed that little bit of paradise that lies between the mountains and the sea along the Coastline of Southern California, fires are an eternal threat.
It's what comes next that we'll focus on. How will Californians react to the loss and devastation?

Those California Fires - A Generational View

For those of us who've enjoyed that little bit of paradise that lies between the mountains and the sea along the Coastline of Southern California, fires are an eternal threat.
It's what comes next that we'll focus on. How will Californians react to the loss and devastation?

MACRO 2025, Three Areas Of Concern

In 2024, the overall Economy took a negative turn in three areas critical for investors: Corporate Profits, the country's financial condition, and retail sales. Although each sector remains positive, it has taken on a decidedly negative direction.

MACRO 2025 Three Areas Of Concern

In 2024, the overall Economy took a negative turn in three areas critical for investors: Corporate Profits, the country's financial condition, and retail sales. Although each sector remains positive, it has taken on a decidedly negative direction.

MACRO 2025 Three Areas Of Concern

In 2024, the overall Economy took a negative turn in three areas critical for investors: Corporate Profits, the country's financial condition, and retail sales. Although each sector remains positive, it has taken on a decidedly negative direction.

MACRO 2025, Three Areas Of Concern

In 2024, the overall Economy took a negative turn in three areas critical for investors: Corporate Profits, the country's financial condition, and retail sales. Although each sector remains positive, it has taken on a decidedly negative direction.

Wall Street In Love

I rarely remember when the Street was as enamored as it is now. The object of its affection is a new technology called Artificial Intelligence, or AI for those "in the know."