Fed-Fretting
The Full Story: Markets reacted violently after Fed Chair Jerome Powell signaled an accelerating pace of tapering on Tuesday. A more aggressive Fed, warranted or
Take this Job!
The Full Story: Prior to the pandemic, the US economy employed 152,523,000 people. Today, the US economy employs 147,553,000 people. Yet US GDP stands $1.2
Inflation Inflammation
The Full Story: The markets ended September on cue. With a thud. We projected that the market’s Pavlovian tendencies and September’s dismal historic track record
Money, Money, Money
The Full Story: I spend a lot of time inside my head trying to decide what matters most in a never-ending storm of data. Is
Digging into the Delta
The Full Story: On Friday, the 2020 Summer Olympic Games (pandemically delayed) began in Tokyo with a breathtaking opening ceremony and few observers. To guard
Defending the Fed
The Full Story: Chairman Powell spent two days this week testifying before Congress after releasing his mid-year Monetary Policy Report. This robust report details the
Mid-Year Market Physical
The Full Story: Believe it or not, we have completed nearly 50% of 2021. Now that we have reached the halfway point, it is time
Stop Inflation Hyperventilation
The Full Story: Aside from the crypto crash, investors remained fixated this week on the existential threat of inflation. Per the narrative, higher overall inflation
Fed-Fretting
The Full Story: Markets reacted violently after Fed Chair Jerome Powell signaled an accelerating pace of tapering on Tuesday. A more aggressive Fed, warranted or
Take this Job!
The Full Story: Prior to the pandemic, the US economy employed 152,523,000 people. Today, the US economy employs 147,553,000 people. Yet US GDP stands $1.2
Inflation Inflammation
The Full Story: The markets ended September on cue. With a thud. We projected that the market’s Pavlovian tendencies and September’s dismal historic track record
Money, Money, Money
The Full Story: I spend a lot of time inside my head trying to decide what matters most in a never-ending storm of data. Is
Digging into the Delta
The Full Story: On Friday, the 2020 Summer Olympic Games (pandemically delayed) began in Tokyo with a breathtaking opening ceremony and few observers. To guard
Defending the Fed
The Full Story: Chairman Powell spent two days this week testifying before Congress after releasing his mid-year Monetary Policy Report. This robust report details the
Mid-Year Market Physical
The Full Story: Believe it or not, we have completed nearly 50% of 2021. Now that we have reached the halfway point, it is time
Stop Inflation Hyperventilation
The Full Story: Aside from the crypto crash, investors remained fixated this week on the existential threat of inflation. Per the narrative, higher overall inflation
