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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 2, 20252 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 26, 20252 min read


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 12, 20251 min read


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 9, 20257 min read


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 5, 20251 min read


Why Invest in Private Markets: A Guide for Modern Investors
By David Halseth Investing in private markets is no longer reserved for large institutions or elite endowments. Today, qualified individual investors have an opportunity to explore an alternative asset class that can provide enhanced returns, diversification, and access to industries not typically available through public markets. But why invest in private markets, and how can you get started? Let’s explore how Consilium, LLC makes this process accessible, efficient, and rewa
David Halseth
Jan 2, 20254 min read


Inflation Ticks Up - Again
For the week ended 12/14/2024. The narrative over the past 9 - 12 months has been a cooling economy and job creation will result in...
David Halseth
Dec 15, 20241 min read


Job Creation Remains Solid
For the week ended 12/7. The domestic economy is doing pretty darn well these days, and the latest data point on the labor market seems...
David Halseth
Dec 8, 20241 min read


Best Month of the Year
For the week ended 11/30/24. Welcome back from your Thanksgiving feasts and let's get right to it. First off, domestic stocks turned in...
David Halseth
Dec 1, 20241 min read


A Structurally Broken Asset Class
For the week ended 11/23/24. An asset class that continues to disappoint may best sum up emerging market (EM) equities. What held so...
David Halseth
Nov 24, 20241 min read


Inflation Is Cumulative
For the week ended 11/16/2024. Why do we keep talking about inflation? Well, aside from the point it has been the most cited reason for...
David Halseth
Nov 17, 20241 min read


A Red Wave Sprinkled With Rising Markets
For week ended 11/9/2024. Yes, Donald Trump won the election last week and if this is the first time you have read/heard of this...
David Halseth
Nov 10, 20241 min read


Economic data, an election, and Pepto Bismol
For the week ended 11/2/2024. First, the good news is that the economy continued its strong stretch over the summer, powered by the...
David Halseth
Nov 3, 20241 min read


Halloween & The Election
Monday Morning Musing for the week ended 10/26/2024. As we come down to the final days before the big event, people are wracking their...
David Halseth
Oct 28, 20241 min read


Monday Morning Musings
The Monday update for the week ended 10/19/2024. Find the latest economic trends and news.
David Halseth
Oct 24, 20241 min read
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