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Expected Recession Is Tardy—What Gives?

October 6, 2023
Read time: 10 minutes “The four most expensive words in the English language are, ‘This time it’s different.’”...
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It’s A Mad, Mad World… So Mad That We Are Still Outrageously Neutral

It’s A Mad, Mad World… So Mad That We Are Still Outrageously Neutral

September 14, 2023
“It would be so nice if something made sense for a change.” —Lewis Carroll, “Alice in Wonderland” August...
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The Economic Impact of Rising Mortgage Rates

The Economic Impact of Rising Mortgage Rates

September 14, 2023
In April 2022, I provided an analysis of home purchase costs in relation to median national household income. In...
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July Was Another Winner for the Markets… Time for a Breather?

July Was Another Winner for the Markets… Time for a Breather?

August 10, 2023
“Things turn out best for the people who make the best of the way things turn out.” – John...
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The Anticipated Recession Is Tardy But Not Canceled

The Anticipated Recession Is Tardy But Not Canceled

August 10, 2023
I have been highlighting my thoughts that the U.S. (and the global) economy stands a much higher probability of...
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Outstanding First Half. Do We See a Market Upswing or a Fade During the Rest of 2023?

Outstanding First Half. Do We See a Market Upswing or a Fade During the Rest of 2023?

July 13, 2023
“Extraordinary magic follows you around and the camera can’t catch it, you won’t see it in the...
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What Are the Long-Term Drivers of Economic Activity?

What Are the Long-Term Drivers of Economic Activity?

July 13, 2023
Most of my—and others’—economic comments tend to focus upon the cyclical, or shorter-term, view. Where is the economy within...
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Market Review: Time to Look on the Bright Side?

Market Review: Time to Look on the Bright Side?

June 8, 2023
When you’re chewing on life’s gristle, don’t grumble, give a whistle and … always look on the bright side...
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Government Deficit – We Have Met the Enemy, and He Is Us

Government Deficit – We Have Met the Enemy, and He Is Us

June 7, 2023
While the government narrowly missed defaulting on its debt obligations, some have asked, “What would the impact be if...
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Stuck in Neutral: Our “Hold Your Ground” Message Plays On

Stuck in Neutral: Our “Hold Your Ground” Message Plays On

May 9, 2023
You’ve got yourself stuck in a moment, And now you can’t get out of it.— Chorus from a U2...
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Banking Crisis? U.S. Stock Market Responds, “I’ve Got This!”

Banking Crisis? U.S. Stock Market Responds, “I’ve Got This!”

April 6, 2023
“Genius is nothing but a greater aptitude for patience.” — George-Louis de Buffon, well-known 18 th century naturalist ...
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Past and Present U.S. Bank Failures: A Review of the Causes

Past and Present U.S. Bank Failures: A Review of the Causes

April 6, 2023
When Silicon Valley Bank’s (SVB) problems first came to light, it looked like a “classic” bank run as depositors...
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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

#137

How Parents Can Teach Teens About Investing

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April 18, 2024
#136

Why Working With a Wealth Advisor Is Important

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April 4, 2024
#135

Tax Implications of Roth IRAs and Roth 401(k)s

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March 14, 2024
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