Is the June Rate Cut Off the Table?
The January CPI came in much hotter than expected. Does this mean the 2024 rate cuts are off the table? Does it mean inflation is about to flare up again? Let's take a closer look [...]
The January CPI came in much hotter than expected. Does this mean the 2024 rate cuts are off the table? Does it mean inflation is about to flare up again? Let's take a closer look [...]
Here are some things I think I am thinking about this weekend. 1) Portfolio Insurance. I did a segment on Fox Business with Charles Payne this week in which we discussed a tweet of mine [...]
Here are some things I think I am thinking about: 1) The Future is amazing (and lonely). The Apple Vision Pro is officially out. This is the first VR headset that appears viable. Early reviews [...]
Here's my full interview from Wednesday following the big Fed decision on interest rates. The summary: The market seemed surprised by the Fed decision and especially the commentary that the Fed would not be cutting [...]
One of the main drivers in the falling rate of inflation has been the consistently softening labor market. The Covid stimulus and recovery resulted in a huge employment surge. The unique nature of the boom [...]
Here are some things I think I am thinking about: 1) Inflation is dead?!? This week's data confirmed what we've long been predicting here - disinflation is well entrenched and the risk of a big [...]
Here's a recent interview I did with my friend Taylor Schulte on the Stay Wealthy podcast. Like myself, Taylor is a financial advisor who fields a lot of questions about the national debt and the [...]
There was a viral video over the weekend from a young lady complaining about having to go to work. The basic gist of the video was that work is a waste of time and stops [...]
Here are some things I think I am thinking about this weekend: 1) China's Long Stock Malaise. Here's the stock market chart of the decade (via Jake Econompic at Twitter). Or decades. Since 1992 the [...]
1) All things Bitcoin ETF. The SEC finally approved a Bitcoin ETF. The Winklevoss twins filed for the initial Bitcoin ETF in July of 2013 so it's been 10 years coming. How much money did [...]