In a perfect world we could just focus on the economy and how it impacts our investments. We could just enjoy the USA Hockey victory over Canada, something that united Americans for at least a few hours on Sunday. Unfortunately our world is not perfect and politics and the divide
It's been a noisy, volatile year so far. It seems every week I have another 5 page essay to write just updating everything that happened during the prior week. Last week, I experienced a refreshingly different kind of noise – I spent the week at a conference and then took
Some weeks on Wall Street feel like déjà vu, others feel like a plot twist. Last week? A little of both. AI continues to dominate the narrative (raise your hand if you're tired of hearing this), the Fed is trying to mind its own business but can’t escape
The Federal Reserve often says they are "data dependent". This often leads to confusion and hyper-focus on every data release as the market speculates what it means for the next Fed meeting. Most of November saw a drop in stock prices after the Fed pushed back on the thought
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
