All Commentary Video Article Podcast Whitepaper

Insights

Three Yards and a Cloud of Dust: Alternative Economic Scenarios

December 5, 2024
Read time: 9 minutes Last month we published our “core” economic call for 2025 entitled “Three Yards and...
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Too Much of a Good Thing in 2024—Or Riches Deserved?

December 4, 2024
Read time: 12 minutes “It is possible to have too much of a good thing.” – Greek...
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Economic Outlook 2025: Three Yards and a Cloud of Dust 

November 6, 2024
Since 1950, the average annual growth rate of U.S. gross domestic product (GDP) has been 3.2%. 1 But as...
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Trick or Treats as We Move Into Late Fall? Perhaps a Bit of Both.  

November 6, 2024
“I used to think that if there was reincarnation, I wanted to come back as the president or the...
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Employment Picture Steady, Consumer Confidence a Question

October 2, 2024
The Federal Reserve lowered the federal funds rate by 50 basis points (bps) last month. This is the first...
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September Fed Rate Cut Melt-Up: Warranted—or Prelude to an October Meltdown?

October 2, 2024
Statler (S): That was the worst thing I ever heard! Waldorf (W): It was terrible! S: Horrendous!...
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In The End, Rational Thinking Prevails. We’re Maintaining Our Constructive Thesis.

September 4, 2024
“It doesn’t matter how smart you are unless you stop and think.”                   —Well-known economist Thomas Sowell Nothing...
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A Look Down the Passageway: New Room Coming Into Focus

September 3, 2024
All who have followed my writings over the last two years recognize the “Passageway” theme. It is a thematic,...
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The Economy Looks “Just Right” Despite Mixed Signals

August 1, 2024
Read time: 8 minutes “Our Earth is degenerate in these later days; bribery and corruption are common; children...
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As Inflation Weakens, Rate Cuts Are in the Offing

July 8, 2024
Read time: 7 minutes As a practicing economic/capital market commentator, I believe it is good to understand viewpoints...
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Breaking News: It’s OK! Our “Back to Normal” Theme Is Alive and Well.

July 8, 2024
Read time: 12 minutes “It’s déjà vu all over again.” — Yogi Berra The first six...
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A Merry May on the Heels of an Awful April. The Merits of Staying Measured.

June 7, 2024
Read time: 11 minutes “It’s the economy, stupid!” —Slogan coined by James Carville, well-known campaign strategist, and...
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