The market's attention remains fixed on AI, energy prices, and the Federal Reserve. Yet beneath all the headlines is a much more simple factor that has historically driven economic growth: people going to work. The June employment report released last week suggests the labor market is neither booming nor
Probably the most frustrating thing for investors to learn is the relationship between economic growth, inflation, interest rates, and stock prices. Often during times of prolonged growth for stock prices we hear about a "Goldilocks" economy where growth and inflation are not too hot and not too cold. This allows
If you listened to the "experts" discuss the latest jobs numbers, you might think things are picking up for the economy again. If you watch stock prices, you'd think the economy was roaring. But take a step back and the picture looks a little different. Job growth is not
The wild ride for the markets continued last week as once again the idea the US-Israel Was with Iran is thought to be near its end. Whether or not that comes to fruition is anybody's guess. More importantly, what happens with oil supply and thus energy prices is
When market news is noisy, as it is today, I find it better to say less. This allows us to focus on the bigger picture and highlight the most important things. This week we are looking at some developing risks that threaten the bull market, starting with our most trusted
