Last week was a reminder of just how interconnected our social, economic, and market cycles have become. From tragic headlines and the somber anniversary of 9/11 to major shifts in the labor market and jaw-dropping news out of the tech sector, investors were left to sort through a flood
Given the shortened week following the Labor Day weekend, I'm going to keep my normally much longer market commentary to a minimum and let the charts tell the story of last week.
Since February economists have been predicting the declining trend in inflation the past several years to reverse higher due to the on-going trade war. That has not been the case. There are several reasons for this, starting with companies "front-loading" their inventory starting in December of last year to get
We officially hit the road last week for our 45-day cross-country RV adventure to celebrate our twins' high school graduation, and after swerving around construction barrels and potholes on I-90 through Illinois - smooth for
There were many times in 2023 & 2024 where I sat down to write the blog and I thought, "how many different ways can I say the same thing?" Back then it was all about the mega cap stocks (eventually named the "Magnificent 7" or "Mag 7") and how they
