Over the past few weeks, we have discussed the sharp jump in the trade deficit due to a surge of...
Upcoming Event
What Youโre Being Told About Annuities is Wrong
Feb 21, 2026 at 8:00 am - 9:00 am
Personal Savings: An Unpolitical Sentiment Gauge
Yesterday’s Commentary discussed the vast divergence in the economic sentiment of Democrats...
Liberation Day: A Bullish Scenario
Stocks are hitting the skids as April 2nd, or Liberation Day, quickly approaches. Investors are...
Are Used Car Prices Set To Soar Again?
It wasnโt that long ago that used car prices were soaring as the production of new cars was...
Auto Tariffs Impact Automakers Differently
Despite what some may think, the impact of the new 25% auto tariffs will not necessarily benefit...
The Wealth Dissipation Effect
Ben Bernanke popularized the wealth effect theory during the financial crisis in 2008. In his...
The Market Drawdown Is Perfectly Normal
Given the fear as represented in investor surveys and various sentiment gauges a couple of weeks...
UM Inflation Expectations May Oddly Signal Disinflation
The graph below, courtesy of Jeff Weniger, shows that since 1990, spikes in the University of...
The Key to Lower Inflation May Start with Stock Prices
The key to lower inflation may start with the stock market and feed into the economy rather than...
Retail Sales Are Better Than Advertised
Within the headline retail sales figure is a lesser-followed data point called the retail sales...