Making the economy, markets, and personal finance less complicated

Michael, with the help of his investment team, share weekly thoughts on current economic and market happenings as well as things investors may be overlooking mixed with some personal financial planning guidance.

Recent Posts

  • Stock Market

    The Nifty FAANGs

    Jun 25, 2020

    At the risk of sounding repetitive, I feel compelled to revisit a trend that has been remarkably consistent and powerful over the past several years. A small n…

    Read More
  • Stock Market

    Closing the Gap

    Jun 19, 2020

    It appears that the S&P 500 has settled into a trading range after making a run at its all-time high earlier this month.  The index currently sits about 8%…

    Read More
  • Economics

    Which Is the Boogeyman, Inflation or Deflation?

    Jun 11, 2020

    The moderate inflation we were experiencing prior to the COVID-19 outbreak has fallen off a cliff.  Yesterday we received word that the Consumer Price Index (C…

    Read More
  • Economics

    The Paradox of Thrift

    Jun 4, 2020

    We received some fairly stunning data out of the Bureau of Economic Analysis (BEA) last Friday.  The government agency reported that Personal Income rose at a …

    Read More
  • Economics

    China Tensions Could Kill This Bullish Recovery

    May 28, 2020

    The world's second-largest economy suspended guidance on its gross domestic product for the first time in 25 years, citing pressures from the coronavirus and t…

    Read More
  • Fiscal Policy

    Checking in on the Finances

    May 21, 2020

    The Congressional Budget Office released its Interim Economic Projections yesterday. Although the projections aren't out of line with many other estimates we'v…

    Read More
  • Investment Strategy

    My Pandemic Portfolio

    May 14, 2020

    My friend and investor RJ Lewis provoked a discussion on social media this week.  He brought up a point made recently by Ray Dalio, the high-profile money mana…

    Read More
  • Stock Market

    Are You a Bull or a Bear?

    May 7, 2020

    There are two prevalent views on Wall Street and Main Street: Bulls, who view the huge amount of liquidity from government stimulus checks, loans and spending,…

    Read More
  • Stock Market

    Beware of the Complacency!

    Apr 30, 2020

    Stock prices are "melting up" again.  The S&P 500 is up a staggering 34% since the low about 5 weeks ago.  The strong bounce is based on hopes for a speedy…

    Read More