Here are some things I think I am thinking about this weekend. 1) Moody's Downgrades US Government Debt. After the close on Friday Moody's dropped a bombshell downgrade of US government debt from AAA to [...]

Here are some things I think I am thinking about this week: 1) The China Deal is Actually a Big Deal The White House announced the framework for a trade deal with China where the [...]

Here are some things I think I am thinking about this week: 1) Should you replace your S&P 500 holding with Berkshire Hathaway? I got a great question from my friend Simon, a financial advisor [...]

Here are some things I think I am thinking about this weekend: 1) Updating the Roche Recession Rule. I've updated the very, very famous Roche Recession Rule, which was very famously named by me and [...]

Here are some things I think I am thinking about this week: 1) Does the Negative GDP Mean We're in a Recession? We got a huge data dump on Wednesday including the first estimate of [...]

Here is a thing I think I am thinking about. 1) What is a Trade Deficit and is it Killing America? This week's video is about the trade deficit. I covered some basics about how [...]

We got a pretty interesting set of comments on Tuesday evening from Donald Trump. He confirmed two very important things: He's not going to fire Powell. He says the tariffs on China will be "come [...]

Here are some things I think I am thinking about. 1) Fed Independence. The biggest news of this past week was the potential for the President to fire employees of independent agencies. That would include [...]

I did an FAQ video with readers about the current environment and what's going on. I tried to cover a lot of ground including: What caused the bond market spike in yields last week Why [...]

Here are some things I think I am thinking about. 1) PAUSE. What. Is. Happening. With tariffs? They say there are years where nothing happens and then weeks where years happen. Well, that's what this [...]