An update on the state of the U.S. consumer.
Macro/Econ
The Pros & Cons of More Volatile Inflation
Why inflation is good and bad at the same time.
Why I’m Not Worried About $1 Trillion in Credit Card Debt
A short history of consumer borrowing and credit card debt in America.
Why Higher Interest Rates Haven’t Mattered (Yet)
Why haven’t interest rates impacted the economy more?
Good News-Bad News About the Economy
Some thoughts about the current state of the markets and economy.
What Happened to the Recession?
How often are we in a recession?
The 3 Kinds of Inflation
The only kind of inflation you actually control.
The Consequences of a Baby Bust
Should we worry about declining fertility rates?
Time to Prepare Your Portfolio For a U.S. Government Default?
How worries about a government default could impact stocks and bonds.
Some Things the Fed Doesn’t Control
The Federal Reserve has less control over inflation and the labor market than you think.