The Data Disconnect, “The Proxy Fight is Over,” and “MIFTs” 2/9/23
The Exchange
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Introduction
The Dow industrials down about two tenths of 1%, 33,882. The NASDAQ composite down about the similar percentage amount about 13 points 11,897. Jobless claims still super strong, but inverted yield curve hitting a new multi-year extreme. Which set of data do you believe and invest on? Nelson Pelt bowing out of battle for Disney's boardroom now that Igers back at the helm with plans to write the ship.
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Transcript
