top of page
Search


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
bottom of page
