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Q2 2025 Financial Report: A Return to Normalcy? Almost.
Ignore the noise from D.C., and things are looking surprisingly solid. Yes, Q1 GDP hit a wall, but mostly because businesses and savvy...
David Halseth
12 hours ago7 min read


Back to Reality, Markets and All
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,...
David Halseth
4 days ago2 min read


Chaos? What Chaos? Wall Street Climbs Anyway
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...
David Halseth
Jun 292 min read


Markets Yawn, the Fed Waits, and Iran Has a Stock Market?
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...
David Halseth
Jun 222 min read


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
Jun 152 min read


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


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


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


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


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


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


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


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


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


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


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


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


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


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


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
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