Feb 26, 2024
Recently, retail investors have started chasing small-cap stocks in hopes of both a rate-cutting cycle by the Federal Reserve and avoiding a recession. Such would seem logical given that, historically, small capitalization companies tend to perform best during the early...
Feb 21, 2024
Regarding the surprisingly strong employment data, Fed Chair Powell said the quiet part out loud. The media hopes you didn't hear it as we head into a contentious election in November.
Feb 13, 2024
The cost of housing remains a hot-button topic with both Millennials and Gen-Z. Plenty of articles and commentaries address the concern of supply and affordability, with the younger generations getting hit the hardest.
Feb 6, 2024
I received an email this past week concerning George Soros' "Theory Of Reflexivity." "I am not a fan of Soros, but this market has the look and feel of the dot-com bust of 2000. In a few short words, the AI investment phenomenon is feeding on itself."
Feb 2, 2024
As money market account balances soar, the mainstream media again proclaims, "There is $6 trillion of cash on the sidelines just waiting to come into the market."
Jan 29, 2024
As the stock market hit all-time highs this past week, there remains an interesting disconnect from the more dour economic concerns of the average American.
Jan 15, 2024
In the most recent BLS employment report, the percentage of full-time jobs relative to the population dropped sharply. The robust headline number of 216,000 led most media commentators to suggest a "soft landing" is at hand.
Jan 9, 2024
A stunning post from VisualCapitalist showed a poll of 8,550 investors and 2,700 advisors and the gap between the two of future portfolio return expectations. While the poll was global, I will focus on domestic portfolio return expectations.