Week Ending August 5, 2022 Until yesterday, Biden and his crew of Dem’s have offered very little as far as ‘progress’ to economic policy during his tenure as president. When…

Week Ending July 29, 2022 Cautiously optimistic.. A week of massive gains for the stock market incentivized by improving economic data, a 75 basis point federal funds rate bump, and…

Week Ending July 22, 2022 Hope at last? Last week’s rally eases fears for many investors. Though I might warn that there is still space for one more push lower…

Week Ending July 15, 2022 Another tumultuous week in the books for the roaring twenties. I’ve been vocal about my stance that we’re in a recession already for several months…

Week Ending July 8, 2022 Market Update Global Equities, Fixed Income & Commodities Economic Update Jobs, Rate Hikes & Earnings Charts of the Week 10-Year Treasury, 5-Year Inflation & US…

I hope you had a good Fourth of July. Yesterday I celebrated a narrative that is hopeful, not a truth that is oppressive. The tumultuous nature of this year’s patriotic…

Market Update  Global Equities:  A bounce off technical long-term support for stocks helped equity markets break out of a three-week selloff, although the bear market narrative remains in place with the…

I was chatting with an investment banker recently about the Fed’s economic expansion policies (massive printing of capital in ‘20/’21) and its need to now slow down the economy (reduce…