October 23, 2023
Welcome to October – as happens quite often this time of year, the last couple weeks have brought quite a lot of uneasiness to financial markets. The war in Ukraine continues and now the world has added a second “war” with the violence between Palestine and Israel....
October 2, 2023
Negativity continues to circulate in the financial media and recently some well known economists at Morgan Stanley have focused their antagonism toward the US consumer. Some of the news we have already commented on in this weekly post include some horrendous existing...
August 7, 2023
Strange economic numbers continue to show up in our post-Covid world and the most consistently surprising of these numbers has to do with employment… “If every unemployed person in the country found a job, we would still have 4 million open jobs.” – U.S. CHAMBER...
July 10, 2023
Most every week we begin this post talking about the lack of consensus that financial markets and financial pundits are presenting. In addition to that most of our posts involve complaining about the Federal Reserve and their creation of these chaotic conditions. This...
June 26, 2023
As we have mentioned repeatedly in this weekly post, the resilience of the U.S. stock market considering aggressive interest rate hikes from the FED has been quite impressive. The driving force behind this strength could be a combination of a number of things. Left...