There are certain terms on Wall Street which get thrown around quite a bit that few people understand. Even those of us who follow the market closely may not understand the meaning of the latest buzzword used to describe the market or economy. The most frequently used word this year
If you've been following the markets as long as I have nothing really surprises you. The biggest thing I've learned is the market does not always makes sense depending on what data or framework you are using. The 'consensus' focus may be different than what you believe matters most. This
I've spent a lot of time the past few months discussing the way our brains work and how that is impacting our assessment of the current environment. Our role here is to use data to help us focus on what matters and what is just a bunch of noise. I
One of the comments following the jobs report last week was, the labor market is 'normalizing'. That led me to question, 'what is normal?'
We completely shut down the physical economy in 2020 to fight a global pandemic. Congress and the White House (from both political parties) voted to
Last week we discussed the "Dog Days" of summer and how August and September tend to be the worst months on the calendar. One thing I point out nearly every time I discuss the markets is, my 'opinion' about what may happen does not impact the way we invest at
