Still Roaring

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October 6, 2025

Meet Bonnie

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September 30, 2025

Is The Fed’s Policy Restrictive?

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September 22, 2025

Dear Scott

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September 15, 2025

The Good, The (Not So) Bad & The (Relatively) Ugly

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September 8, 2025

What Could Possibly Go Wrong (with special guest Jim Lucier of Capital Alpha)

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September 2, 2025

The Chair Has Spoken

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August 25, 2025

Another Candidate For Fed Chair

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August 18, 2025

Relax, Folks: Jobs Report Was OK

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August 4, 2025

Update On The Roaring 2020s

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July 28, 2025

Foreigners LOVE American Securities

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July 21, 2025

Trump’s Reign Of Tariffs Ain’t Over

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July 16, 2025

Trump & Bessent Versus Powell & The Bond Vigilantes

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July 7, 2025

Heatwaves

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June 23, 2025

Americans Are Still Working For A Living

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June 9, 2025

China’s Currency & Japan’s Stocks

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June 3, 2025

Japan’s Brawl With The Bond Vigilantes

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May 28, 2025

Meltup In Stocks Or Meltdown In Bonds?

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May 19, 2025

Earnings & Valuation Under Trump 2.0 So Far

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May 12, 2025

Is The Recession Over Already?

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May 5, 2025

Anatomy Of A Correction

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April 28, 2025

On Edge For 90 Days

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April 21, 2025

Bonds Away!?

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April 14, 2025

Annihilation Days

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April 7, 2025

Trump’s Reign Of Tariffs: Stagflation Odds Up, S&P 500 Target Down

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March 31, 2025

The Fed’s Economic Forecast Versus The Consensus & Ours

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March 24, 2025

The Bull Versus The Bear Case

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March 17, 2025

High Noise-To-Signal Ratios Unnerving Stock Investors

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March 10, 2025

Testing The Resilience Of The US Economy

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March 3, 2025

A Tale Of Woes

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February 25, 2025