Items of Interest Economic Overview Tariff War Update The Big Beautiful Bill Israel / Iran / United States Conflict India / Pakistan Conflict The Fed’s Path / Who Will Be the Next Fed Chair? Immigration Policy Shifts The Markets Going Forward Market Overview The second quarter of 2025 ended up, with all four market [...]
Items of Interest Economic Overview Tariff Trade War Government Spending and the Deficit The Fed’s Difficult Decision Immigration Update The Markets Going Forward Market Overview The first quarter of 2025 ended down, with all four market indices declining. The S&P 500 ended down -4.59%. Out of the twelve market sectors, eleven ended down. Consumer [...]
Items of Interest Economic Overview Stubborn Inflation/The Fed’s Path Forward Immigration (HB1 Visa Debate) Policy Potential Energy Revolution Artificial Intelligence The Markets Going Forward Market Overview The fourth quarter of 2024 ended up strongly, with all four market indices advancing. The S&P 500 ended up 21% for 2024. Out of the twelve market sectors, [...]
Items of Interest Economic Overview Rate Cuts are Here (Did the Fed Get it Right?) Inflation Breakdown The Dual Mandate (The Impossible Formula) Permanent Income Hypothesis on Display Wrapping Up Election Season Economic Plans The Markets Going Forward Market Overview The third quarter of 2024 ended up, with all four market indices advancing. The [...]
Items of Interest Economic Overview Energy Prices (The War Premium) Inflation (Holding Steady) The Federal Reserve (Any Rate Cuts Coming?) Weakness & Strength (Unusual Consumer Behavior) Nvidia (Story of the Decade) The 2024 Elections (Is Europe an Indicator?) The Markets Going Forward Market Overview The first half of 2024 ended mixed, with the S&P [...]
Items of Interest Economic Strength Energy Prices (The War Premium) Inflation (Where is it Headed?) The Federal Reserve (Holding Steady) The Strong Consumer The Markets Going Forward (The Envy of the World) Market Overview The first quarter of 2024 ended with a strong rally across the board, with the S&P 500 ending up 10.79% [...]
Items of Interest Tech Soared No Recession Falling Energy Prices Christmas Spending Cheer Rates at Their Peak? The Federal Reserve (A New Approach) New Year Real Estate Rates The Markets Going Forward Market Overview The fourth quarter of 2023 ended with a strong rally across the board, with the S&P 500 ending up 24.23% [...]
Items of Interest Giving Gains/Taking Gains Still Spending Inflation (American Made) Policy, Politics, & War Strikes, AI, and Lack of Labor The Federal Reserve (Finish the Job, then Some) Real Estate Woes The Maturing Economy The Markets Going Forward Market Overview The third quarter of 2023 ended in losses across the board, with the [...]
Items of Interest Taking the Bull by the Horns Banking Consolidation (A Temporary Solution) The Strength of Corporate America Spending It All Inflation / Stagflation Policy at Work The Federal Reserve (For Better or Worse) The Commercial Real Estate Market The Markets Going Forward Market Overview The second quarter of 2023 ended in gains [...]
Items of Interest Banking (Is the Trouble Over?) Inflation Is Falling (Is It Fast Enough?) Energy In Decline The Federal Reserve (On A Razor’s Edge) Election Cycle (Trouble with China) The Strange Real Estate Market The Markets Going Forward Market Overview The first quarter of 2023 ended in mixed results, with the S&P 500 [...]
