Is a recession coming? That is the billion-dollar question investors now face. One gauge to help us...
Stagflation Or Just Stag?
While stagflation fears grip the market and make headlines, the bond market appears more concerned...
Fair Trade Isn’t Equal Trade: Trump Breaks Key Economics Rule
Heading into April 2nd, investors were under the impression that Trump’s goal was to set...
The Tariff Impact In One Graph
Over the past few weeks, we have discussed the sharp jump in the trade deficit due to a surge of...
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 wasn’t 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...
