The U.S. consumer is in wonderful shape.
I haven’t taken a trip in a long time. I know plenty of people who were still flying and going places during the pandemic but it didn’t happen for me. I’m hoping to make up for lost time with a handful of trips planned for the coming months. I expect prices to rise to make…
Michael and I spoke with housing analyst Logan Mohtashami about this crazy housing market.
Why the stock market is still your best long-term bet for hedging inflation.
Michael and I discuss how crypto sucked the air out of the room for market discussions, why the Fed is forever attached to the markets and more.
Why it’s going to be hard for the government to allow interest rates to rise substantially from here.
My theory on why bear markets could be different going forward.
Does the market always follow earnings growth or lack thereof?
What the history of money market funds could have to say about stablecoins.
Michael and I spoke with Ed Egilinsky about the prospects for a commodity supercycle.