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Yesterday’s Commentary discussed the vast divergence in the economic sentiment of Democrats versus Republicans. In the piece, we wrote: “Democrats think today’s economic outlook is worse than during...
We are big fans of Sunday crossword puzzles, which tend to be bigger and more challenging than the weekday format. Adding to their allure, most Sunday puzzles have a clever theme, typically three or...
Tariffs are meant to reinvigorate US manufacturing, but there is more concern about what they mean for supply chains and the prospect of foreign retaliation right now, amidst signs of a cooling...
Stocks are hitting the skids as April 2nd, or Liberation Day, quickly approaches. Investors are rightfully scared that tariffs announced on Liberation Day will be crippling to the economy and harm...
’There are decades where nothing happens, and there are weeks where decades happen’’ – Vladimir Lenin. Markets were sleepwalking into April 2nd before we had a decent sell-off in US stock markets...
Many investors seem to be missing the gold rally. The chart below exhibits two lines: the black one shows the total known gold ETF holdings, while the brown line represents the gold spot price. Gold...
Last week, we noted that the market performance, while distressing as of late, has been well within regular correctionary market cycles from a historical perspective. To wit: “While Trump’s tariffs...
It wasn’t that long ago that used car prices were soaring as the production of new cars was crimped due to Covid-related supply line shortages. Since then, used car prices have stabilized as the...
It's time to talk about an unpleasant subject: Is depression possible? We aren't forecasting a depression, just worrying about one. And we suspect you are too. We continue to believe that the economy...
Planning for retirement is about more than just saving—it’s about ensuring a steady income stream that lasts throughout your retirement years. Without a well-structured plan, you could risk outliving...
Hot inflation and cooling consumer spending are trends that are likely to be intensified by President Trump's aggressive moves on tariffs and government spending cuts. Stagflation fears are rising...
Following the latest Federal Reserve meeting, there was a massive surge in media headlines stating “stagflation.” The media’s stagflation panic is unsurprising as it elicits memories of the late...
Economic output is estimated to downshift sharply in next month’s official GDP report for the first quarter, based on the median nowcast from several sources. Recessionary conditions will likely be...
Here’s something most people don’t realize right away: Trading is not about luck, gut feelings, or being right all the time. It’s a numbers game—and that’s exactly what makes it so powerful. Because...
Donald Trump appears to have some sort of fantasy about what America is. I share his pride in this country as it was in the WWII era and maybe beyond, into the 1970s. I am, shall we say mature of age...