Market Insights

Making the economy, markets, and personal finance less complicated

  • Fiscal PolicyMonetary Policy

    The Fed Is Keeping the Punch Bowl Full

    Mar 19, 2021

    I appeared on CNBC’s Power Lunch this Friday with Ron Insana, and Ron’s comments got me thinking. (As Ron tends to do – Ron’s insights are almost always useful…

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  • Fiscal Policy

    Surge In Savings Increases Investor Risk

    Mar 4, 2021

    Last week we learned that Personal Income soared again in January as the federal government began sending out checks tied to the second round of COVID economic…

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  • Fiscal Policy

    CNBC Op-ed: The Next Stimulus Should be Spent on Job Training and Rebuilding a Better American Economy

    Aug 16, 2020

    Government spending from the Treasury Department and Congress along with stimulative bond purchases from the Federal Reserve are at unprecedented levels.Defici…

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  • Fiscal Policy

    Checking in on the Finances

    May 25, 2020

    The Congressional Budget Office released its Interim Economic Projections yesterday. Although the projections aren't out of line with many other estimates we'v…

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