While it seems obvious that the future should feature a lower dollar and gold continuing to outperform stocks, that is far from assured. That... Read More
Exuberance is still evident. Read More
I am always looking for interesting and informative charts, especially ones I can include in my quarterly call that explain something clients... Read More
The dollar isn’t as weak as headlines imply. Read More
If he acts in harmony with his past statements, the former Fed governor could restore the Central Bank’s integrity and independence. Read More
In response to concerns about affordability, President Trump proposed capping interest rates on credit cards at 10 percent.... Read More
Government spending is excessively harmful precisely because it’s the central planning of precious goods, services and labor by the... Read More
Kevin Warsh will face a vastly different economic and financial environment as Federal Reserve chair than his immediate predecessors. Higher... Read More
As affordability remains a leading issue among voters, President Donald Trump has regularly used rhetoric and ideas that mirror those of... Read More
The answer is far from simple. Read More
This past week, the CEOs of some of the largest U.S. banks attended Davos, and used the opportunity to attack Coinbase CEO, Brian Armstrong,... Read More
The GENIUS act does not adequately address the discrepancy between highly regulated regular lenders such as banks and crypto... Read More
Over the past four years, the billionaires Stephen M. Ross and Ken Griffin have decamped from the cities where they made their fortunes... Read More
Washington is currently gripped by a fervor to lower the cost of credit. From the President’s proposal to cap credit card interest... Read More
Senator Bernie Sanders calls Wall Street credit card practices "usury" as major banks profit from 24% average rates while borrowing at 4%... Read More
There's nothing social about social media anymore Read More
Tese misconceptions relate to what it means to be in the top 50%, the growth in income and earnings over time, and in inequality in the... Read More
Today's economic stats don't measure what's important. Read More
How the January barometer has worked... Read More
At the Fed, for pension investing, and for our civilization Read More
Are you outrated yet? The Wall Street Journal is reporting that four days before President Trump's inauguration, the Abu Dhabi royal family... Read More
If AI is all it’s cracked up to be, the winners in the stock market should extend far beyond the large-cap tech... Read More
When almost everything is trading at a high level, a measure of caution is warranted for investors. Read More
The stocks of these high-quality companies with large market capitalizations look undervalued today. Read More
Looking for the best dividend aristocrat stocks to buy today for 2026? These 10 undervalued stocks stocks to buy with economic moats have... Read More

Senator Elizabeth Warren recently gave a speech presenting her version of an economic agenda which she said would help working people. She railed against giant corporations, corporate tycoons, and a rigged corporate system, and called for higher taxes on big corporations. Unfortunately, her anti-corporate agenda is exactly the wrong way to help working people. It is indisputable that the best way ... Read More
The gap between economic data and its public interpretation is huge and getting bigger. As we approach another election cycle, it’s worth asking: what’s real, what’s political theater, and what does it all mean if Democrats regain control of the House? At first glance, the national mood doesn’t make sense. Gas prices have eased, unemployment remains low, year... Read More