All Blogs

Subscribe

In 2019, the Fed cut interest rates and restarted QE despite a healthy economy. Today, inflation is...

Apple’s valuations are near their most expensive levels of the last ten years. Now consider...

Sometimes, a narrative dominates the financial/social media and promotes a mania among investors....

Over the last four quarters, Tesla generated total revenue and earnings of $96 billion and $15...

We wrote this four-part inflation series in response to the graph below, implying that prices are...

Part One of this series led with a graph from Apollo Global Management implying that we are...

Part One of this series highlights how the government’s fixation with full employment and the...

Appreciating Apollo’s graph below, comparing recent inflation to multiple bouts of inflation...

Market narratives have been around for ages. However, the internet and, more recently, social media...

As we welcome in 2024, one of the most critical questions facing investors is which stocks and...

As investors cheer on the Magnificent 7, some football fans are forging new allegiances in hopes of...

The average 2024 Wall Street S&P 500 forecast is for a gain of 6.50% next year. In the past, a...