Sep 25, 2024
President Joe Biden was correct to focus Americans on China as the pacing challenge to national security and prosperity. But responding implies adjusting a wide array of policies with each affecting many of the others' objectives.
Sep 18, 2024
The Federal Reserve Chairman Jerome Powell is posed to the end of the sharpest tightening cycle since Chairman Paul Volcker whipped the Great Inflation in the early 1980s.Investors naturally speculate how quicky the Fed will lower the federal funds rate. Will it rate cuts...
Aug 28, 2024
College Could Be a Better Investment and Businesses Could Drive Reforms
Aug 21, 2024
An Extended Recession Unlikely and Equities Should Thrive
Aug 1, 2024
The U.S. economy and the stock market can thrive even if inflation doesn't fall to 2%.
Jul 26, 2024
Investors may be wise to hedge against "Trump-flation."
Jul 18, 2024
Good news for the U.S. economy, plus this being a presidential election year, set the stage for higher equity prices.
Jul 10, 2024
Fed policymakers appear to have lost touch with economic reality.