The importance of oil and the energy sector on the markets is waning.
Macro/Econ
The 7 Things That Matter For Markets Going Forward
7 things I can’t stop thinking about that will impact the future of the markets.
The U.S. Real Estate Market in Charts
The biggest problem in the housing market.
The New Fed Mandate: Full Employment & Asset Bubbles?
As recently as the 1990s, investors were forced to guess what the Federal Reserve was going to do next based on the width of Alan Greenspan’s briefcase.1 Communication from the Fed is still relatively new, maybe two decades old. The 2008 crisis brought the Fed into the information age as Bernanke and company upped their…
The Case For a Post-Covid Spending Boom
American’s are sitting on trillions in excess savings at the moment.
What Happened to the Middle Class?
The good news and bad news about a shrinking middle class.
Which Investments Benefit From a Weaker Dollar?
How the dollar impacts foreign stocks, gold and emerging markets.
The Most Counterintuitive Recession Ever
All the weird outcomes from the most counterintuitive recession in history.
Why Housing Could Be One of the Best-Performing Asset Classes of the 2020s
How housing could end up one of the best-performing assets of the 2020s.
Why Is Gold Rising?
What causes the prices of gold to go up?
