Author Archive
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Aug 25, 2025This could be an important turning point in the small vs large stock competition -
Jul 29, 2025In the last five years approximately 500 companies have moved their headquarters out of California. -
Jun 13, 2025The inflation news continues to get better. -
Jun 3, 2025A quick note on the latest inflation data through April '25. -
Apr 15, 2025Trump's threat to raise tariffs is a terrible idea because they're meant to fix something that isn't broken. -
Mar 14, 2025Markets are in correction territory, and the economy is flirting with a recession. -
Mar 10, 2025I struggle to understand how serious the negative fallout of cutbacks, firings, and tariffs will be over the near term, as compared to the hugely beneficial effects of sharply... -
Jan 14, 2025Inflation expectations have risen since Trump bottomed in the polls. -
Jan 3, 2025There's no need to worry about Trump's threatened tariffs causing another bout of inflation.
