Shelton Capital Management: CIO Minute (August 18, 2023)
In this week’s CIO Minute, Derek Izuel discusses the current spread between the 3-month Treasury Bill and 2-year Treasury Bill yield curves.
In this week’s CIO Minute, Derek Izuel discusses the current spread between the 3-month Treasury Bill and 2-year Treasury Bill yield curves.
August 17, 2023- Read the Fixed Income Team's weekly commentary as they touch on economics, corporate bonds, and municipal bonds.
Portfolio Manager Jeffrey Rosenkranz featured in Wealth Management's 2023 Mid-Year Outlook and discusses what to watch for in the latter half of the year.
Jeffrey Rosenkranz looks at the gas prices and how "the broad overall trend continues on a good path towards a slowing economy and moderating inflation."
August 10, 2023- Read the Fixed Income Team's weekly commentary as they touch on economics, corporate bonds, and municipal bonds.
In this week’s CIO Minute, Derek Izuel talks tailwinds of small cap stocks, including cyclical exposure, a weakening dollar, and the Schiller PE Ratio.
Jeff Rosenkranz weighs in on whether the most recent interest rate hike will be the last in the cycle.
In this week’s CIO Minute, Derek Izuel analyzes the recent performance of the S&P 500, MidCap, and SmallCap indices and which sectors are on the rise.
Remember when portfolio managers picked stocks based solely on a company’s investment fundamentals? Some managers still do.
August 3, 2023- Read the Fixed Income Team's weekly commentary as they touch on economics, corporate bonds, and municipal bonds.