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...

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...

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...

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...

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...

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...

And Why It Matters for Nearly Any Portfolio By: David Halseth When it comes to investing, not all markets are created equal. You’re likely familiar with stocks, bonds, and cash, those are public markets, where price tags change by the second and headlines move the needle. But there’s another world behind the scenes: private markets, where many of the most compelling investment opportunities never see the light of a ticker symbol. Let’s break it down. Contents: Public Market

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...

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...

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...

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...

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...

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...

For week ended 3/15/2025. Last week brought an unexpected twist in the inflation saga. The February CPI report showed year-over-year...

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...

By David Halseth Quick View: The Reality of Cumulative Inflation Cumulative Inflation vs. Deflation How Inflation Impacts Investments Inflation & Private Markets Building an Inflation-Resistant Portfolio Key Takeaways Inflation is often discussed in terms of year-over-year changes, but the real impact lies in cumulative inflation, the persistent rise in prices that rarely reverses. While inflation may seem to be stabilizing, the cost of goods and services remains significa

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...

For week ended 2/23/25. Washington, D.C. has been buzzing with noise lately—depending on your politics, you’re either distressed or...

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...

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...