History does not offer many examples of recession-free Fed tightening cycles. Will this be an exception?
Caution: Curves Ahead
Bond markets are signaling precarious conditions ahead. Investor should take note.
Slowdown Ahead
Investors continue to underestimate global GDP and earnings growth risks.
The Economic Consequences of War
The economic and market implications of Russia’s war in Ukraine will be profound.
Risk, Uncertainty and Markets
Even after recent market volatility, investors may still be underestimating the risks of Russia’s invasion of Ukraine.
Ways We Can Help
The defense of freedom requires action, no matter how large or small. Please consider a donation to help those suffering in Ukraine. We are
Ukraine: Implications for Investors
The invasion of Ukraine has near and long-term consequences for investors. It is not as simple as ‘buy the dip’.
Productivity Stirrings
If we can force ourselves to disengage from the moment, significant developments are taking place that could reshape our thinking about growth,
Putin and the Eye of Sauron
As Russia prepares for a possible imminent invasion of the Ukraine, the financial market’s Eye of Sauron must now grapple with this major
Wall Street is Wrong about Inflation
Sometimes, the conventional wisdom is unwise. This is one of those times.
What Have You Done for me Lately?
The consensus has shifted. The Fed is expected to tighten a lot in 2022. But crowds are not always wise. Peaking inflation and moderating
Get Used to Volatility
The market volatility over the past few weeks is likely to be the new normal.