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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
15 minutes ago2 min read
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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
3 days ago3 min read
3 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
28 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
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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
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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
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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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