Reading Lounge

Weekly Strategic Insights

Rise of the Machines

2021: Where Will the S&P Be?

Why This Market Rises

The Downside of Optimism

Have Capital, Will Travel

You Are What You Watch

If You Thought 2020 Was Surprising… Wait until 2021!

Glass Half Full of Vaccine

Divided We Rise!

A Nightmare on Wall Street

USA Cribs Edition

Deficits Widen with Biden!

A Stimulating Run

Up for Debate

Presidential Returns

No Interest, No Doubt

The Contrarians Strike Back

The Election Going Into Labor

Fed-flation

Economic Recovery vs. Political Stalemate

The Folly of Fear

Stimulus or Bust

It’s Time for a Change

Earnings & The Fiscal Spigot

Case by Case Basis

The Rise and Fall of COVID

How to Value this Recovery

More Money = More Everything

Return of the Mack… to Work

Green Shoots

Reconciling Wall Street and Main Street

The People Vs. The United States of America

Jobs and Markets Diverge

May-Be

The Halfway Point

Jerome Powell Saves the Day

Peak Fear?

Hits the Fan

This Nonsense is Making Sense

China, First In/First Out

Happy Birthday, China???

Worry is a Waste of Money

Upside Surprises with a Health Risk

Coronavirus and Brexit and Impeachment, Oh My!

The Virus and the Antidote

Coincidence? I Think Not.

World War 3

Happy New Year!

Hopes emerge!

Let There Be Jobs!

2012, 2016, and Now 2019?

Why Markets Rise as Discourse Falls

When Doves Cry

Flip It and Reverse It

Phase One Commences

Wheee... It's More QE!

Wheee… it’s more QE!

Another Stimulus Miss

Mr. Fiscal Fire and Mr. Monetary Freeze Conspire

The Global Political Recession Summons The Global Economic Recession

What’s To Like?

Present Your Proof, Please!

More Insights

Quarterly Cues from Phyllis

More Insights

Newsletters

The Strategist: Are You Recession Ready?
The Strategist: The Neglected Part of Your Net Worth