Last week on an advisor call I was recapping my post-election blogs as I discussed: the euphoric post election rally, not letting political opinions influence our investment decisions, valuations and the chances of yet another 20%+ rally in 2025, what tariffs really are and the likely impact on the economy
Is the recession over? Is the economy back on a growth track? Is the resilient consumer going to be able to keep the economy growing? Is inflation heading down? Is the Fed nearly done raising rates? Is the coast clear for stocks?
Based on the market action last week, the
Unprecedented actions lead to unprecedented consequences. Back in April 2007, I wrote one of our most popular articles, "The Pending Forest Fire". At the time people thought we were crazy. Everything was booming. Real estate, stocks, the job market. We were in a new era where the Federal Reserve was
The US Government is out of money. Treasury Secretary Janet Yellen has said she is using "extreme, emergency measures" to move money between accounts in order to cover US obligations. She expects these methods to be exhausted around October 18. At that point the US would no longer be able
Dating back to my days in high school government class, the REAL most interesting branch of government I always thought was Congress. After all, the Congressional Article was the Article before the Executive Branch in the Constitution, so our founding fathers seem to agree with me. It’s typically just
