When you're in the heat of the moment it is easy to get lost in the current situation and narratives. It is often useful to take a step back, look at the overall data from a different perspective and focus on longer-term trends. Last week we had four different items
Depending on where you live, you've had your hoodies and flannels out for several weeks or they are still gathering dust in your closet. Here in eastern Virginia, our fall clothes are finally going to make their debut this week after a spectacularly warm fall.
I thought that was fitting
Depending on how much time you spend on Twitter, Facebook, watching SEC football games, or NASCAR, you may or may not have heard or seen the expression, "Let's Go Brandon!" Here's one example from Twitter:
For some of you this might be confusing. Why would we be cheering Brandon for
The market doesn't seem to be doing too bad.
Versions of this comment have been used at least a dozen times in the past month in meetings with clients and advisors. The fact stocks have remained near all-time highs despite some major economic headwinds can indeed be viewed as good
Stress will always expose weaknesses. For the past 15 years I've written and spoke about our broken economy. Massive budget deficits, continued reliance on a service economy, a huge trade imbalance, over a hundred trillion dollars in unfunded liabilities (Social Security & Medicare), a massive demographic imbalance impacting our labor
