Part One of this series highlights how the government’s fixation with full employment and the...
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All-Time Highs For Stocks As Bitter Economic Headlines Persist
As the stock market hit all-time highs this past week, there remains an interesting disconnect from...
Deficit Spending Keeping The Economy Out Of Recession
Economic growth continues to defy expectations of a slowdown and recession due to continued...
Will Inflation Repeat The 1970s Rollercoaster? – Part One
Appreciating Apollo’s graph below, comparing recent inflation to multiple bouts of inflation...
Q4 Earnings Season Gets Underway With Low Expectations
As we get ready to review the Q4 earnings report, stocks have rallied sharply over the last two...
Full-Time Jobs Suggest Recession Risks Higher Than Thought
In the most recent BLS employment report, the percentage of full-time jobs relative to the...
The Goldilocks Narrative Reigns For Now
Market narratives have been around for ages. However, the internet and, more recently, social media...
2024 Market & Economic Outlook According To Twitter
During the last week of December, I polled my Twitter followers for their outlook on the markets...
Portfolio Return Expectations By Investors Are Too High
A stunning post from VisualCapitalist showed a poll of 8550 investors and 2700 advisors and the gap...
Will 2024 Be The Year Of The Other 493?
As we welcome in 2024, one of the most critical questions facing investors is which stocks and...
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