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Tariffs, Data, and the Art of Standing Still
For the week ended 6/14/25. Where’s the Inflation? (No, Seriously.) Okay, where is the inflation? While we’re not quite ready to pop...
David Halseth
12 minutes ago2 min read
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Jobs, Markets, and a Bromance Breakup
For the week ended 6/7/2025. Top of the morning to you! Hopefully, you're as excited to read this edition of Monday Morning Musings as...
David Halseth
Jun 82 min read
35 views
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Tariffs, Truces, and a 22% Turnaround
For the week ended 5/31/2025. Back in Action – and So Are the Markets Welcome back after the Memorial Day respite. Hopefully you enjoyed...
David Halseth
Jun 12 min read
39 views
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Gains, Groans, and Government IOUs
For the week ended 5/17/2025. Good morning, shall we start with the good news or the bad? Being the optimist I occasionally pretend to...
David Halseth
May 182 min read
54 views
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Rates Steady and the Babylonian Empire
For the week ended 5/10/2025. Pop Quiz: How Long Would It Take to Spend $1 Trillion at $1 Million a Day? Answer at the bottom. No...
David Halseth
May 112 min read
32 views
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Economic Contractions, Jobs, and Jedi Wisdom
For the week ended 5/3/2025. Wow, lots to unpack this week, so let’s skip the pleasantries and dive right in. First Up: The GDP Gut Punch...
David Halseth
May 42 min read
30 views
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No Turbulence for Now
For week ended 2/26/2025. Let’s start the week with a bit of good news, shall we? Feel free to unbuckle your seatbelt for a few minutes...
David Halseth
Apr 272 min read
37 views
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Public vs. Private Markets: What's the Real Difference
And Why It Matters for Nearly Any Portfolio When it comes to investing, not all markets are created equal. You’re likely familiar with...
David Halseth
Apr 243 min read
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Chocolate with a Dose of Civics
For the week ended 4/19/2025. Welcome back to Monday, and I hope your Easter weekend was filled with just enough chocolate to make up...
David Halseth
Apr 202 min read
42 views
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Extraordinary Becomes Ordinary
For the week ended 4/12/2025. In a sign of just how upside-down things have gotten, last week’s inflation data got bumped to page three...
David Halseth
Apr 132 min read
33 views
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First Comes Q1, Then Comes Havoc
For the quarter ended March 2025. Well, this is going to be tricky. Writing about Q1 in early April feels a bit like rehashing last...
David Halseth
Apr 108 min read
30 views
1 comment


Let’s Just Rip the Band-Aid Off, Shall We?
For week ended 4/5/2025. In case you missed it, and let’s be honest, most did, the U.S. added 228,000 jobs last month. That’s a full...
David Halseth
Apr 62 min read
34 views
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The Retreat of Trade
For the week ended 3/29/2025. Let’s take a break from the daily headline chaos and talk about something that rarely gets the spotlight...
David Halseth
Mar 302 min read
43 views
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Walking the Tightrope
For the week ended 3/22/2025. If Jerome Powell ever wanted a side gig, he might consider circus work—because right now, he and his FOMC...
David Halseth
Mar 232 min read
27 views
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Recession Talk Is All The Rage
For week ended 3/15/2025. Last week brought an unexpected twist in the inflation saga. The February CPI report showed year-over-year...
David Halseth
Mar 162 min read
22 views
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Europe Rises While the U.S. Stumbles
For the week ended 3/8/2025. Jobs: Hiring Increases as Does Unemployment First, the good news—the U.S. economy kept adding jobs at a...
David Halseth
Mar 92 min read
35 views
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The Hidden Impact of Cumulative Inflation on Wealth and Private Markets
Quick View: The Reality of Cumulative Inflation Cumulative Inflation vs. Deflation How Inflation Impacts Investments Inflation & Private...
David Halseth
Mar 73 min read
10 views
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This is Not 2000
For week ended 3/2/2025. Prior to the dot-com crash in early 2000, the crucial warning sign was the lack of profitability among the...
David Halseth
Mar 22 min read
29 views
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Follow the Money, The Rest is Just Noise
For week ended 2/23/25. Washington, D.C. has been buzzing with noise lately—depending on your politics, you’re either distressed or...
David Halseth
Feb 232 min read
39 views
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More Snow and Inflation
For week ended 2/16/2025 It’s back! Yes, I’m talking about the scourge of inflation. This one economic data point has inflicted more...
David Halseth
Feb 162 min read
30 views
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