April 29, 2024
The dichotomies in the financial world continue to manifest with several contradictions simultaneously occurring and financial commentators scratching their heads in an attempt to make sense of things. Earnings season is in full steam this week – and looking...
March 25, 2024
The financial markets in the U.S. never stray very far away from the question of what the Federal Reserve is going to do with interest rates and this week is no different. Stock and bond markets are currently pricing in the Fed not raising interest rates until the...
January 8, 2024
We have mentioned in the past how we are skeptical of the reliability of some government numbers relating to the economy that we have seen over the last few years. This is not a political statement. This is simply an opinion after watching governmental numbers and...
December 18, 2023
The Federal Reserve pivoted off of “higher for longer” with regard to interest rates at this week’s meeting. Chairman Powell came into the Fed meeting being quoted as recently as December 1 saying “We are prepared to tighten policy further” implying that they may not...
December 11, 2023
Analyzing the current performance of the entire U.S. economy is clearly a subjective endeavor. There are some obviously very good things going on in some manufacturing and tech industry spaces. On the other side of the coin some industries -such as residential home...
