Business Sentiment
We last looked at small business owner sentiment in early [...]
The Bond Market
The bond market is weird, but it’s full of clues. [...]
The Fed – History of How We Got Here
Last Wednesday, I watched a panel of central bankers, including [...]
The Fed – Jerome Powell’s Emphasis
The market is still pricing a 75 bps rate hike [...]
US Economy
The CPI report surprised to the upside again. The headline [...]
Charles Gave
Gavekal’s Charles Gave recalls the 1970s bear market, which occurred [...]
Random Thoughts from Brilliant People
A soft landing will be hard to achieve. Instead of [...]
Company Stock Repurchase Programs
The Wall Street Journal recently discussed the last decade’s stellar returns. “Investors’ [...]
Cathie Wood Interview
Cathie Wood. Her firm’s funds have struggled lately, but that’s [...]
Why the Government Took Home Prices Out of CPI
Inflation is obviously running high, but benchmarks like the Consumer [...]