I don't know about you, but I'm already tired of hearing about the debt ceiling. The media is sensationalizing it. Both sides of the political aisle are blaming the other side and acting like they had nothing to do with it. Worry is picking up among individual investors. Meanwhile the
Tag: Musings
I hate talking politics, but we've been fielding a lot of questions about the debt ceiling and the chances of default. I've actually been avoiding writing about this because every time I think about it, my blood pressure skyrockets. The fact that we are back here AGAIN is a failure
Despite the much better than expected payrolls report, nearly all of the economic data in our model is showing signs of stalling out. Our economic model has been "bearish" since April 2022 after going "neutral" in October 2021. Our model isn't designed to call the beginning of a recession or
We wake up this morning with news of the 2nd largest bank failure in the history of our country. Interestingly enough, this is not being looked at as a major move by investors. After the failure of Silicon Valley Bank in March and the swift actions by the Fed, FDIC,
Sometimes I have a lot of topics to discuss on this page, other times I cannot think of much to say at all. Today is the latter. I'm not sure how many different ways I can say the same thing:
- Stocks are extremely overvalued
- The economy is likely heading towards