Over the past couple of weeks and into the next few weeks, you will likely be inundated with...
Upcoming Event
2026 RIA Economic Summit
Jan 17, 2026 at 7:00 am - 4:00 pm
Google’s New Quantum Chip is Out of This World
AI machine learning receives most of the publicity concerning todayโs technological advancements,...
2024 in Review
2024 was an unbelievable year for the S&P 500 up 28% YTD. The index constituents’ average...
Inflation Forecasts Can Reflect Political Bias
The Fed uses many inflation gauges to develop its forecasts. An important one that Powell has...
Our Christmas Wish To You
We want to take this opportunity to wish you, your family, and your loved ones a very merry...
Cash Allocations Send an Ominous Signal
Administrative Note: We will not publish a daily market commentary tomorrow or Wednesday. Everyone...
China Yields Collapse
Treasury yields rose sharply following the Fed meeting on Wednesday, yet they are collapsing in the...
Cut And Pause: FOMC Summary
As widely expected, the Fed cut the Fed Funds rate by 25bps, to 4.25-4.50%, at yesterdayโs FOMC...
More Revisions Coming To Employment Data
In August, the BLS revised 2024 employment growth lower by 818k jobs in its preliminary revision of...
The Dollar And Domestic – International Relative Stock Returns
The U.S. dollar index is up over 6% this year, almost all attributable to a post-election surge. As...