“There are decades when nothing happens, and weeks when decades happen.” – Uday Kotak, founder of Kotak Mahindra Bank The gap between how people are…
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Recession Signals that are Flashing Red
4576 Weeks to Live
“Remembering that you are going to die is the best way I know to avoid the trap of thinking you have something to lose. You are already naked.” I bought what some would call a death calendar. The average human...
read moreMyth Busting: What the Government Cannot Do
“Stories are always more powerful than statistics.” – Morgan Housel, Same as Ever There’s lots of wild theories rolling around about what the federal government…
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Don’t Believe Everything You Hear on Tariffs
“Everybody talks about tariffs as the first thing. Tariffs are the last thing. Tariffs are part of the negotiation. The real trick is going to…
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Fed Cuts and Mortgage Rates Higher?
“Just wait until the Fed cuts, the housing market is going to get white hot.” – random real estate agent Do you know someone that…
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Unprecedented Uncertainty
“It’s good to learn from your mistakes. It’s better to learn from other people’s mistakes.” – Charlie Munger, Co-founder of Berkshire Hathaway Unprecedented volatility Unprecedented…
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The Resilience of the U.S. Economy
Let’s go back to summer of 2022. It wasn’t a matter of if a recession was coming, rather a matter of when. From our July…
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The Recession that Never Came
“It’s the economy, stupid.” – James Carville, political analyst Go back to any point in 2022. You’re likely to find thousands of headlines that look…
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Just How Bad is Inflation?
The inflation report on 6/10/22 caused shockwaves across financial markets. The Consumer Price Index (CPI) print surprised on the upside, which wasn’t a good thing….
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How Does a Fed Taper Affect Market Volatility?
“Our discussions of the economy may sometimes ring in the ears of the public with more certainty than is appropriate.” Jerome Powell, Federal Reserve Chairman…
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