Portfolio Update – May 2, 2023
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Coursera ($COUR) 1Q ’23 Earnings
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Enova International ($ENVA) Update
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Enova International ($ENVA) 1Q ’23 Earnings
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LVS 1Q Earnings – We’re Back!
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Large Banks, Small Banks, Earnings, and the Fed
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The Fed Just Gave You the Plan for the Year (As of Now)
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March CPI is 5.0%
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Mixed Signals
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Fed Governor, Mester Confirms DKI Analysis and Market Disagrees With Her
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