Below we address a topic on everyone’s mind: The next U.S. President. Markets vs. The Economy In particular, we address

Below we look at the latest data from the CBO (i.e. the Congressional Budget Office) and actually try to make

Below we look at residential real estate. As the world tilts ever more into the current Twilight Zone of rising

Below we look at interest rates as a symbol of, well…stupid. Predictable is as Predictable Does In my last report

Below, we look again at the dangers of traditional portfolio approaches to a non-traditional market. There’s nothing traditional about the

Below we look at the serious topic (and lasting portfolio implications) of a tactically dishonest Fed with a little help

Income inequality and polo matches are two concepts rarely found in the same sentence. I’m playing three weekends of polo

Below we discuss the traits of a market melt-up in the backdrop of a global pandemic and recession. Sound crazy?

Below we tackle the inflation question square in the jaw, examining the various inflationary tailwinds and headwinds currently at play

Economic disaster is no longer an opinion. It’s a current reality. With 40% of our service economy on its knees,