Nowhere to run, nowhere to hide. Read More
What happens when an asset’s supposed price drivers start conflicting? Take gold. Conventional wisdom deems it a vital safe haven from... Read More
Election ballots helpfully inform voters who is a Republican and who is a Democrat. Our campaign finance system is now so corrupt that we may... Read More
Morning Joe economic analyst Steve Rattner discusses how the war in Iran is impacting the economy. Read More
The idea that defense spending should somehow be a consistent percentage of GDP is as fallacious as it is wasteful. Consider a recent... Read More
NYC Mayor Zohran Mamdani insists on more cash despite financial alarms and negative bond outlooks. Read More
Preempting state overreach in artificial intelligence (AI) regulation is urgent — but it’s only half the job. Firm limits on... Read More
There is a four-letter word quietly sabotaging engagement, trust, and hope in our workplaces. It shows up in interviews, emails, meetings,... Read More
For his next act, he wants to wreck the United States. Read More
Gasoline prices have surged since conflict broke out in the Middle East between Iran and the U.S., with the former escalating its attacks on... Read More
TSA shortages, ICE agents in terminals, and security lines stretching for hours: You might want to consider booking a train instead. Read More
Trump fights clean energy, but oil shock may spur change Read More
There is a long tradition of dividing stocks into value and growth camps. One might expect growth-oriented indexing strategies to be more... Read More
The 2010 Dodd-Frank financial “reform” bill may be tied with Obamacare as the most destructive piece of legislation passed... Read More
Many investors seem to manage their portfolios from one risk to another, month by month, quarter by quarter. Suffice to say, this is probably... Read More
What Trump wrought in Venezuela could have come from a Wall Street playbook. Read More
The hardest part about market corrections. Read More
There are at least two conflicting narratives about Gen Z and young millennials. One is that they are extremely risk averse — afraid... Read More
Silicon Valley’s “builders” love the president who’s destroying everything. Read More
Is there really a truck driver shortage? Or are companies just using that story to pull off an outrageous corporate welfare scam? Read More
Choke points are everywhere you look Read More
One signal is never enough Read More
Investor allocation to the international value asset class is at historically low levels, driven largely by an underallocation to non-US... Read More
No one knows where full capitulation and maximum drawdown ultimately lie, but the conditions that accompany selling exhaustion will likely... Read More
We are monitoring the unemployment rate in the Philippines and India for any signs that AI is reducing the need... Read More
This study summarizes investment outcomes for 29,754 common stocks listed in the public U.S. stock markets over the 100-year period from 1926... Read More
We know there are deposits there but getting them has risks. Read More
There are a lot of conversations in markets about the “Sell America” trade but it hasn't been happening lately. Read More

It's admittedly a little early, but most notable projections believe retirees will get a similar cost-of-living adjustment, or COLA, from Social Security in 2027. According to the Senior Citizens League, the latest expectation is for a 2.8% COLA next year — the same as retirees received in 2026.... Read More
There are at least two conflicting narratives about Gen Z and young millennials. One is that they are extremely risk averse — afraid even to go out of the house, much less on a date. Another is that they are extremely risk inclined — always betting on sports or speculating on exotic assets.... Read More