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
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
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
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
Writing a weekly blog discussing the market is never easy. At times it is easy to see what is moving the market, other times it is difficult to pinpoint. Sometimes there is so much news causing wild swings in various asset classes it is nearly impossible to address everything. This
