The Federal Reserve often says they are "data dependent". This often leads to confusion and hyper-focus on every data release as the market speculates what it means for the next Fed meeting. Most of November saw a drop in stock prices after the Fed pushed back on the thought of
Last week the stock market got what it wanted. A month ago, it looked like it wasn't going to get its wish. Then a surprising twist happened and suddenly the market appeared to get everything it was asking for. Just the thought of receiving this Christmas wish was enough to
The AI Echo, The K-Shaped Split, and The Debt Trap
Last week we hosted our annual year-end economic and market outlook. We've done versions of this every fall for as long as I can remember. Fall is also a busy time for conferences and this is a popular topic when
With everything going on, we felt like this was a timely webinar to explore how behavioral finance and data-driven models can help you make informed investment decisions—even in uncertain times. In this webinar, I broke down the latest economic trends, consumer and government spending, AI-driven productivity, and what these
Nothing makes you feel older than when you are using an example from something you lived through and realize the people you are talking to were in preschool when that event occurred. This has been happening to me more and more lately. The most recent occurrence was last month when
