- Investment Strategy
About Face!
Sep 25, 2020Read MoreThe S&P 500 peaked at an all-time high of 3,588 on September 2nd. Over the ensuing 22 days the index has dropped about 10% - enough to officially call it a…
- Economics
Poor Policy Is Keeping the Poor, Poor
Sep 18, 2020Read MoreThe current recession has further highlighted, and exacerbated, the wealth gap in the United States. Many people in the top 1%, 5% or 10% of the US income and…
- Stock Market
Turning a Corner?
Sep 11, 2020Read MoreFrom time to time in these Market Commentaries we've discussed the fact that earnings estimates for the S&P 500 were on a consistent downtrend well before …
- Monetary Policy
Average Inflation Targeting
Sep 2, 2020Read MoreThe Fed is making a change. The central bank announced last week that it will shift to "average inflation targeting" instead of using a hard inflation target o…
- Investment Strategy
Asset Bubble Inflation 101
Aug 27, 2020Read MoreIn my August 13th Market Commentary, I discussed the conditions that would be required to finally see a rotation out of the mega-cap technology stocks. This i…
- Economics
Checking in on the Housing Market
Aug 19, 2020Read MoreThis morning we received some data that support the narrative of a rapidly recovering housing market. Housing starts and building permits surged 22.6% and 18.8…
- Fiscal Policy
CNBC Op-ed: The Next Stimulus Should be Spent on Job Training and Rebuilding a Better American Economy
Aug 16, 2020Read MoreGovernment spending from the Treasury Department and Congress along with stimulative bond purchases from the Federal Reserve are at unprecedented levels.Defici…
- Investment Strategy
But Will It Continue?
Aug 13, 2020Read MoreI know I sound like a broken record, but it appears that, once again, a market rotation could be underway. The S&P 500 Information Technology sector reach…
- Economics
The Sagging Dollar
Aug 7, 2020Read MoreI've received a few questions about the recent drop in the dollar. Currencies can be a complicated subject, but I'll try to make the topic a little easier in …
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