For the week ended 3/21/26. And no, I’m not talking about your March Madness bracket getting torched by Thursday afternoon – I’m referring to the steady drip of losses across the markets. At this point, public market diversification feels less like a strategy and more like group therapy. Before we get to that, let’s start with the Federal Reserve. As expected, the Fed held rates steady last week. No surprises – but the tone mattered. Powell made it clear they’re in no rush to

For the week ended 3/14/26. Okay, things are starting to get more interesting. And by that I’m (unfortunately) not referring to March Madness brackets, but rather to a couple of economic data points released last week that may give our friends at the Federal Open Market Committee a bit of heartburn. First up – and something that largely escaped the attention of the mainstream press – was the second revision of fourth-quarter GDP, which showed the economy was significantly wea

For the week ended 3/7/26. Well, good morning and welcome to the first full week of market activity while the conflict in the Middle East continues to escalate. While this has obviously had a major impact on oil prices, we’ll get to that in a moment. First, let’s take a look at the latest jobs data – and it was a doozy. Bottom line: the U.S. economy lost 92,000 jobs in February, an unexpected and fairly widespread downturn for a labor market that has been showing signs of str

For week ended 2/28/26. Here’s a plot twist for you: global trade didn’t collapse under tariff drama in 2025 – it accelerated. According to the Netherlands Bureau for Economic Policy Analysis, the volume of goods crossing borders rose 4.4% in 2025, up from 2.5% in 2024. Not exactly the slowdown many predicted. In fact, the World Trade Organization had forecasted weaker trade growth last year due to U.S. tariff increases. So much for that. Reality check: Several original tarif