Mar 31, 2025
Following the latest Federal Reserve meeting, there was a massive surge in media headlines stating "stagflation."
Mar 24, 2025
U.S. recession risks have been a headline over the last few weeks as the markets sold off.
Mar 18, 2025
Human stupidity is the one thing you can rely on in financial markets.
Mar 10, 2025
The risk of a recession in the U.S. is not zero. This is particularly true as the current administration tackles government bloat and implements tariffs.
Mar 3, 2025
One of the most referenced valuation measures is Dr. Robert Shiller's Cyclically Adjusted Price-Earnings Ratio, known as CAPE. Valuations have always been, and remain, an essential variable in long-term investing returns. Or, as Warren Buffett once quipped:"Price Is What...
Feb 18, 2025
There are many media-driven narratives about the impact of tariffs on the economy and the markets. Most of them are incredibly bearish, predicting the absolute worst possible outcomes. For fun, I asked ChatGPT what the expected impact of Trump's tariffs will likely be.
Feb 11, 2025
The Federal Reserve's record of forecasting has frequently led it to respond too late to changes in economic and financial conditions.
Feb 5, 2025
Bullish exuberance is returning to the markets and the economy in a big way following the Presidential election. Such is particularly the case with recent executive orders signed by Trump, which fulfill Trump's promises to "Make America Great Again."