Nov 19, 2024
Paul Tudor Jones recently voiced concerns that rising U.S. deficits and debt and increasing interest rates could lead to a fiscal crisis. His perspective reflects the long-standing fear that sustained borrowing will trigger inflation, raise interest rates, and eventually...
Nov 11, 2024
The prospect of a Trump presidency has led to much debate and speculation about how markets might react. Depending on what policies are eventually passed, there are potential risks and opportunities in both the stock and bond markets.
Nov 5, 2024
Corporate buybacks have become a hot topic, drawing criticism from regulators and policymakers. In recent years, Washington, D.C., has considered proposals to tax or limit them.
Oct 30, 2024
I was emailed several times about a recent Morningstar article about J.P. Morgan's warning of lower forward returns over the next decade. That was followed up by numerous emails about Goldman Sachs' recent warnings of 3% annualized returns over the next decade.
Oct 14, 2024
The Bureau of Economic Analysis (BEA) recently released its second-quarter GDP report for 2024, showcasing a 2.96% growth rate.
Oct 8, 2024
We are currently in the "everything market." It doesn't matter what you have probably invested in; it is currently increasing in value. However, it isn't likely for the reasons you think.
Sep 30, 2024
Last week, the Federal Reserve made a significant move by cutting its overnight lending rate by 50 basis points. This marks the first rate cut since 2020, signaling the Fed is aggressively supporting the economy amid a backdrop of softening economic data.
Sep 23, 2024
When stock markets rise, the bullish narrative tends to dominate, overlooking the potential impact of market declines. This oversight stems from two main problems: a basic misunderstanding of math and time's critical role in investing.