It’s not always easy to predict the timing of a recession and what that means for the stock market.
Macro/Econ
The Next Recession
Why recessions are a necessary evil.
Is The Fed Making a Mistake?
Why is the Fed trying to push us into a recession?
What the Labor Market Means For the Stock Market
The labor market is on fire.
The Stagflation Risk
Larry Summers is worried about stagflation. Should you?
How to Prepare For a Recession
Why you should always be preparing for a recession.
Are We Heading For a Recession?
Will an energy crisis lead to a recession this year?
Predicting the Future is Hard
Why I have more questions than answers right now.
Preparing For a Wider Range of Outcomes
Ian Bremmer’s thoughts on Putin, Ukraine and what the potential outcomes are.
The Stock Market is Heartless
The counterintuitive nature of the stock market during war.