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Warm Up
- Back at it! Happy New Year
- Fed still walking the walk
- Monday - Holiday
- Greatest scam ever! Keep em' FAT!
- New Speaker - Wore them down - McCarthy !
Market Update
- Rolling over into the EOY 2022
- Lots of talk about Higher Rates for Longer
- 3.5% Unemployment?
- Earnings start to roll in this week - JPM, WFC, C, BAC
- Recession - Yield Curve Still Inverted, Key Indicators Rolled over
California weather update
- What is going on?
Asset Classes 2022
Asset Class 2022
Sectors 2022