Market Insights

Making the economy, markets, and personal finance less complicated

  • Economics

    Why So Pessimistic?

    Apr 9, 2021

    Last Friday we learned that the economy added 916,000 jobs in the month of March – the most since August of last year. We also learned that unemployment fell t…

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  • Economics

    More on Inflation

    Apr 1, 2021

    We hear all kinds of opinions on the inflation outlook. Some economists believe factors like globalization, technological advancements, and demographics will k…

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  • Economics

    Does the Fed Have Ulterior Motives?

    Mar 25, 2021

    The Fed has two Congressional mandates that are supposed to guide its monetary policy: 1) maximum employment, and 2) price stability. With regard to the employ…

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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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  • Economics

    Tracking Prices

    Dec 10, 2020

    Ever wonder what a massive economic shock does to price levels? The answer is not always clear. Depending on the nature of the crisis, there can be a wide vari…

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  • EconomicsInvestment Strategy

    Hit ‘Em Where They Ain’t

    Nov 12, 2020

    Generally speaking, the developments over the past couple of weeks have been received positively by investors…VERY positively. As I write, the S&P 500 is u…

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  • Economics

    What Are the Markets Telling Us?

    Nov 4, 2020

    Anyone who stayed up past about 11:00 last night watching the election returns knows that the polls pretty much got it wrong . . . again. The much-vaunted “bl…

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  • Economics

    Tallying It Up

    Oct 22, 2020

    The word “trillion” is thrown around quite casually these days in Washington.  Hearing members of Congress go back and forth using such massive denominations i…

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  • Economics

    Don’t Believe the Hype!

    Oct 7, 2020

    Last Friday we learned that the unemployment rate fell to 7.9% in September, which is well below the peak of 14.7% in April of this year. The news was taken by…

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