Ignore the noise from D.C., and things are looking surprisingly solid. Yes, Q1 GDP hit a wall, but mostly because businesses and savvy...

For the week ended 7/5/2025. I hope you had a rousing, fireworks-filled 4th of July and welcome back to another week of data, decisions,...

For the week ended 6/28/2025. Go figure. The Middle East is in turmoil, tariff threats keep popping out of D.C. like rabbits from a...

For the week ended 6/21/2025. Welcome to Monday Morning Musings . If you’ve clicked in, I’ll assume you’ve had your fill of geopolitical...

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...

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...

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...

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...

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...

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...

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...

And Why It Matters for Nearly Any Portfolio When it comes to investing, not all markets are created equal. You’re likely familiar with...

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...

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...

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...

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...

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...

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...

For week ended 3/15/2025. Last week brought an unexpected twist in the inflation saga. The February CPI report showed year-over-year...

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...