That last point is important. The Fed’s 2022-2023 rates hikes seemed aggressive mainly because they followed (belatedly) a ...

As the S&P 500 continues to set new record highs, the idea that markets will continue to go higher forever seems to gain ...

Debt is a curse that can also be a blessing, depending on how the borrower uses it. Sadly, human nature seemingly ensures we ...

Under the direction of company COO Ed D’Agostino, a team of six research analysts based in the US and Asia thoroughly vet ...

There’s a concerning undercurrent running through the US labor market. The unemployment rate has been steadily climbing. That ...

The newest member of the Federal Reserve Board, Stephen Miran, recently outlined his reasons for wanting interest rates to come down by roughly 2 percentage points—far more than any other Fed member.

As the S&P 500 continues to set new record highs, the idea that markets will continue to go higher forever seems to gain momentum. But then we get hit with weeks like last week.

I experienced the Albuquerque International Ballon Fiesta on Sunday night and Monday morning. Oh sorry, excuse me, the Exxon ...

Phase 5 is what Ray calls “A Big Deleveraging.” At some point, debt becomes so excessive that even central banks can’t service their debts without devaluing the money itself. This is when debt ...

I call our annual event the Strategic Investment Conference for a reason. Understanding the macro trends is only the first step. We all have to apply that knowledge in our own portfolios so we can ...

Last week we published a chart of the Atlanta Fed’s GDPNow model, which had just dropped sharply to a -2.4% real GDP growth forecast for the first quarter of 2025. This model can be volatile. Its ...