Market Insights

Making the economy, markets, and personal finance less complicated

  • Stock Market

    The Evidence Continues To Mount

    Mar 15, 2021

    The much-publicized market trends continue to be reinforced. Since the yield on the 10-year Treasury bottomed out in August of last year at around 0.51%, that …

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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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  • Stock Market

    Just Another Head Fake?

    Feb 25, 2021

    Stock-market volatility appears to have returned with a vengeance over the past several days.  Though you wouldn't know it from looking at the daily closing le…

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  • Economics

    Does the Debt Matter?

    Feb 18, 2021

    The non-partisan Congressional Budget Office (CBO) released its updated federal budget projections last week, and the figures were not far off from the CBO's p…

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  • Stock Market

    Tracking Earnings

    Feb 11, 2021

    If you're wondering why stock prices keep going up, the most likely explanations are: 1) the Fed has promised to keep interest rates low indefinitely, and 2) t…

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  • Investment StrategyStock Market

    What’s Going On With GameStop?

    Feb 4, 2021

    In this week's Market Commentary, I thought I would take a stab at explaining the dramatic volatility in GameStop last week. The topic can get pretty complicat…

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  • Investment Strategy

    Playing It Down the Middle

    Jan 28, 2021

    There is an epic debate raging in the investment community, and whichever side prevails will have a massive edge over the losing side. This topic is front and …

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  • Investment Strategy

    Investing in Municipal Bonds

    Jan 21, 2021

    Investing in municipal bonds can be a complicated process. Unlike the more plain-vanilla structure of US Treasury bonds, municipal bonds can have a wide range …

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  • Monetary Policy

    “King Dollar” Is Losing Its Luster

    Dec 18, 2020

    Following several years of relative strength, the US dollar has weakened rather precipitously since the early stages of the coronavirus outbreak. While many ec…

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