Jul 1, 2025
In 2023 and 2024, the Fed was under intense public and media scrutiny for calling the post-pandemic surge in inflation "transitory." Critics argued that the Fed's failure to anticipate the persistence and severity of rising prices undermined its credibility.
Jun 23, 2025
Over the weekend, the U.S. launched strikes against Iran's nuclear facilities. Currently, I only have the details reported by major mainstream outlets. However, given that stock market futures are trading sharply lower on Sunday, I wanted to get something in print before...
Jun 17, 2025
It would seem evident that most investors would understand that consumer spending drives economic growth, ultimately creating corporate earnings growth. Yet, despite this somewhat tautological statement, Wall Street appears to ignore this simple reality when forecasting...
Jun 16, 2025
The Iran-Israel conflict and equity markets are now in sharp focus. As direct strikes escalated in June 2025, global financial markets responded immediately.
Jun 3, 2025
Ray Dalio, the former head of Bridgewater Associates, is back in the media, trying to stay relevant by claiming the "deficit has become critical."
May 28, 2025
Is this a "stealth" bear market? Of course, you may be asking yourself what I mean by that.
May 19, 2025
This morning, markets are reacting to Moody's rating downgrade of U.S. debt. For those promoting egregious amounts of "bear porn," this is nirvana for fear-mongering headlines that gain clicks and views.
May 15, 2025
Assessing a bear market rally proves challenging when you experience it firsthand. It is only in hindsight that the complete picture reveals itself to investors.