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Insights

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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Midyear Update: Worker Productivity and Labor Force Expansion

June 3, 2024
Read time: 7 minutes With this month’s commentary, I return to the economy. Growth is continuing, but the...
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Private Credit Markets – A Growing Force

May 6, 2024
Read time: 9 minutes In the 1980s Michael Milken and Drexel Burnham effectively created a new debt market:...
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An April Air Pocket – No Fun, But Normal and Perhaps Even Healthy

May 6, 2024
Read time: 11 minutes “ Some things are believed because they are demonstrably true. But many other things...
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From Santa to the Easter Bunny: Rally Momentum or Melt-Up Zone Ahead?

April 4, 2024
Read time: 14 minutes “Sell in May and Go Away.” — An old investment adage with roots...
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The Big Picture Final Chapter: Worker Productivity

April 4, 2024
Read time: 9 minutes Over the last year, I have written about my longer-term vision of economic and...
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Looking for a Melt-Up, a Meltdown, or Just a Solid Year? We Like Door No. 3!

March 6, 2024
Read time: 16 minutes “We’re runnin’ outta time So, tonight we’re gonna party like it’s 1999.” –...
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The Big Picture: GDP Growth and Productivity

March 5, 2024
Read time: 12 minutes Over the last 12 months, I have been writing about my longer-term vision of...
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Can the 2023 “Goldilocks” Economy Continue in 2024?

February 5, 2024
Read time: 6 minutes The numbers are in—no more guessing about growth levels or inflation rates for 2023....
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Solid Results and Finish to 2023. Back to Normal Is Our Theme for 2024.

January 4, 2024
Read time: 10 minutes Our theme for the equity market as we approached 2023 was: 2023 is likely...
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Podcasts

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We can help you take the complex and make it simple. Our podcast hosts Mike and Valerie share need-to-know insights about finances and wealth.

LATEST EPISODES

#141

Building Wealth as a Young Professional

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July 11, 2024
#140

In 2024, Should You Rent or Buy Your Home?

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June 13, 2024
#139

Year-Round Tax Planning

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May 16, 2024
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