Recent Posts
- EconomicsInvestment Strategy
Hit ‘Em Where They Ain’t
Nov 12, 2020Read MoreGenerally speaking, the developments over the past couple of weeks have been received positively by investors…VERY positively. As I write, the S&P 500 is u…
- Economics
What Are the Markets Telling Us?
Nov 4, 2020Read MoreAnyone who stayed up past about 11:00 last night watching the election returns knows that the polls pretty much got it wrong . . . again. The much-vaunted “bl…
- Economics
Tallying It Up
Oct 22, 2020Read MoreThe word “trillion” is thrown around quite casually these days in Washington. Hearing members of Congress go back and forth using such massive denominations i…
- Economics
Housing — A Curse in Disguise?
Oct 1, 2020Read MoreIn recent months economists have consistently pointed to the housing market as a sign of economic strength. And it is...unless you don't own a house. But more …
- Economics
Poor Policy Is Keeping the Poor, Poor
Sep 18, 2020Read MoreThe current recession has further highlighted, and exacerbated, the wealth gap in the United States. Many people in the top 1%, 5% or 10% of the US income and…
- Economics
Checking in on the Housing Market
Aug 19, 2020Read MoreThis morning we received some data that support the narrative of a rapidly recovering housing market. Housing starts and building permits surged 22.6% and 18.8…
- Economics
The Sagging Dollar
Aug 7, 2020Read MoreI've received a few questions about the recent drop in the dollar. Currencies can be a complicated subject, but I'll try to make the topic a little easier in …
- Economics
Just How Bad Is It?
Jul 31, 2020Read MoreWe finally received the first estimate of second-quarter GDP this week, along with a bunch of other data. Though the figure wasn't quite as bad as the consens…
- Economics
Cognitive Dissonance
Jul 24, 2020Read MoreThe S&P 500 continues to grind higher, and it is now just 3.5% away from the all-time high posted in February. As is usually the case with bull markets, go…
