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Oct 1, 2024
There’s been a lot of questions about the $6 trillion sitting in money market funds (MMF), and what’s going to happen to it as interest rates drop. But the real "dry...
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Sep 27, 2024
Last week was all about the Federal Reserve (Fed) jump-starting the rate cut cycle with a 0.5%-point cut. But amidst all the commentary around that, it’s easy to forget about...
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Sep 9, 2024
The Fed needs to act.
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Jul 23, 2024
1968 was a tumultuous year politically but stocks rallied anyway.
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Jul 20, 2024
The supply-side recovery (including vehicle production) is a big reason why inflation is now yesterday’s problem.
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May 6, 2024
The big picture, coming out of the Federal Open Market Committee (FOMC) meeting is that inflation has eased considerably since last year, but it remains elevated. As a result,...
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Mar 5, 2024
Inflation is dead and real incomes are rising.
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Jan 8, 2024
The December payroll was strong on the surface, with 216,000 jobs created last month and the unemployment rate staying at 3.7%. That’s the 23rd straight month in which the...
Oct 1, 2024There’s been a lot of questions about the $6 trillion sitting in money market funds (MMF), and what’s going to happen to it as interest rates drop. But the real "dry...
Sep 27, 2024Last week was all about the Federal Reserve (Fed) jump-starting the rate cut cycle with a 0.5%-point cut. But amidst all the commentary around that, it’s easy to forget about...
Sep 9, 2024The Fed needs to act.
Jul 23, 20241968 was a tumultuous year politically but stocks rallied anyway.
Jul 20, 2024The supply-side recovery (including vehicle production) is a big reason why inflation is now yesterday’s problem. 
May 6, 2024The big picture, coming out of the Federal Open Market Committee (FOMC) meeting is that inflation has eased considerably since last year, but it remains elevated. As a result,...
Mar 5, 2024Inflation is dead and real incomes are rising.
Jan 8, 2024The December payroll was strong on the surface, with 216,000 jobs created last month and the unemployment rate staying at 3.7%. That’s the 23rd straight month in which the...