King Dollar
The Full Story: Late at night, cable TV channels broadcast a seemingly endless trove of limited-edition coin and safe-haven gold infomercials. Underlying the shiny appeal
The Fed Must Now Target “Good” Inflation
The Full Story: By mandate, Congress holds the Federal Reserve responsible for general “price stability.” Congress does not hold the Federal Reserve responsible for “asset
Good Riddance!
The Full Story: The first half of 2022 has finally ended. Within the first half, we experienced historic fiscal tightening as the COVID stimulus programs
Down But Not Out
The Full Story: The first quarter has ended, and we could not be happier about it. Markets took blows from everywhere this quarter. Omicron re-quarantined
Can US Consumers Afford Inflation?
The Full Story: The COVID stimulus-response awoke inflation. Russian aggression aggravated inflation. Deglobalization trends have augmented inflation, while energy legislation preferences have established inflation susceptibilities.
Powell vs. Putin
The Full Story: Since the Russian invasion began, oil prices have risen 20%, wheat prices have risen 20% and the 5-year breakeven inflation rate has
Assessin’ the Risk of Recession
The Full Story: After smooth sailing in 2021, the recent market volatility has astute investors reopening their economic textbooks. The economic headlines do feel extreme:
Low Valuations and Patience Pay
The Full Story: Markets often begin the year with powerful crosscurrents as strategists refresh their models. The cacophony of hawkishness blasting out of the Fed
King Dollar
The Full Story: Late at night, cable TV channels broadcast a seemingly endless trove of limited-edition coin and safe-haven gold infomercials. Underlying the shiny appeal
The Fed Must Now Target “Good” Inflation
The Full Story: By mandate, Congress holds the Federal Reserve responsible for general “price stability.” Congress does not hold the Federal Reserve responsible for “asset
Good Riddance!
The Full Story: The first half of 2022 has finally ended. Within the first half, we experienced historic fiscal tightening as the COVID stimulus programs
Down But Not Out
The Full Story: The first quarter has ended, and we could not be happier about it. Markets took blows from everywhere this quarter. Omicron re-quarantined
Can US Consumers Afford Inflation?
The Full Story: The COVID stimulus-response awoke inflation. Russian aggression aggravated inflation. Deglobalization trends have augmented inflation, while energy legislation preferences have established inflation susceptibilities.
Powell vs. Putin
The Full Story: Since the Russian invasion began, oil prices have risen 20%, wheat prices have risen 20% and the 5-year breakeven inflation rate has
Assessin’ the Risk of Recession
The Full Story: After smooth sailing in 2021, the recent market volatility has astute investors reopening their economic textbooks. The economic headlines do feel extreme:
Low Valuations and Patience Pay
The Full Story: Markets often begin the year with powerful crosscurrents as strategists refresh their models. The cacophony of hawkishness blasting out of the Fed
