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Politics
March 14 2024
Markets/Economy .
Article

5 minute read

State of the economy
March 12 2024

Biden left more questions than answers about his economic policies in his SOTU address.

March 15 2024
Equity .
Article

7 minute read

Bubbles, bubbles and bubbles!
March 8 2024

Can an effervescent market lead to durable gains?

March 1 2024
Equity .
Article

6 minute read

Big Fiscal is exciting!  Just don't hit a tree.
March 1 2024

2024 could be a great year if we navigate it right.

March 14 2024
Equity .
Article

5 minute read

January Barometer positive
February 7 2024

Stocks strong start portends a volatile but positive year.

March 14 2024
Markets/Economy .
Article

6 minute read

Stock market seasonals flashing caution
January 12 2024

Zero for two out of the gate.

December 21 2023
2024 Outlook .
Article

3 minute read

Will stocks and elections correlate again?
December 21 2023

Three things to watch in 2024.

November 17 2023
Politics .
Article

5 minute read

Shot across the bow?
November 17 2023

Despite Biden’s terrible polling, Democrats performed well in off-year elections, which should worry the GOP.

September 28 2023
Monetary Policy .
Article

3 minute read

Changing the game plan
October 2 2023

Yet another shift in the Fed's SEP has the markets again playing defense. 

September 29 2023
Markets/Economy .
Article

6 minute read

Labor day, week, month and year
September 29 2023

Wage inflation could keep the Fed engaged.

June 14 2023
Markets/Economy .
Article

3 minute read

The coming deluge
June 1 2023

Following the official suspension of the federal debt limit, expect the U.S. Treasury to issue a massive amount of securities.

DISCLOSURES

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