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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
6 days ago2 min read
34 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
5 views
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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
39 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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Job Creation Looking Good
For week ended 2/9/25 After a Super Bowl that was just interesting enough to keep us from switching to the Puppy Bowl, I trust you’re...
David Halseth
Feb 92 min read
22 views
0 comments


Tariffs and a Weakening GDP
For the week ended 2/1/2025 Unless you’ve been living in a Wi-Fi-free cave, you’ve heard about the latest wave of tariffs against...
David Halseth
Feb 22 min read
43 views
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No Respite for the Housing Market
For week ended 1/25/2025 Back in the Saddle Good to be back in the saddle and providing you with some entertainment—and hopefully a bit...
David Halseth
Jan 262 min read
47 views
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Pity the Bond Market Investor
For the week ended 1/11/2025. Hopefully, you've eased into 2025 and are keeping those resolutions alive (don't worry—you only have 50...
David Halseth
Jan 121 min read
33 views
0 comments


Welcome to 2025 | Economic & Market Review
For the quarter ending December 31st, 2024. Let's face it, the November election overshadowed just about everything else this past...
David Halseth
Jan 97 min read
30 views
0 comments


Productivity Continues to Rise
For week ended 1/4/2025 After the holiday respite, welcome back to the 2025 edition of Monday Morning Musings. Without further delay,...
David Halseth
Jan 51 min read
30 views
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