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
Throughout the last 6 months, the stock market has been hoping for a "goldilocks" scenario. With the Fed raising interest rates aggressively to fight inflation, the market participants were looking for any sign the economy was slowing enough to cool inflation, which in turn would lead the Fed to backing
