top of page
Search


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


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


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


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


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


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


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


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
bottom of page