Nike’s Earnings Miss, Japan’s Semiconductor Purchase, and Markets in the Second Half of 2023 6/30/23
Morning Call
00:00
The Fed's Discount Window and the Refinance Risk
Fifty percent of banks in America have more liabilities and assets. Forty percent of US debt has to get refinance in the next two years. Even though it's backed off a little bit, I think it's a buying opportunity.
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