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The Upside to the Shutdown
After an Oval Office impasse Tuesday evening leaving the continuing resolution bill unsigned, the US government began furloughing non-essential services and employees. At stake? The
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The Strategic Questions Every Sophisticated Investor Should Ask Right Now
When and how to adjust positioning in rising markets As markets continue to push higher, I’ve been asking myself: what are the strategic questions investors
Show Me The Money!
Central banks worldwide spent much of 2022–2023 draining the liquidity they had pumped into markets after COVID to combat accelerating inflation. Since then, inflationary pressures
A Risk Management Cut
The Fed convened last week and cut base interest rate policy by 0.25%. In the press conference that followed, Fed Chair Jerome Powell described this
Lower Jobs, Higher Stocks
Recent reports on the state of the US labor market have been dispiriting to say the least. Last Friday, the Bureau of Labor Statistics (BLS) released
The Boys of Fall: Powell, Trump, and the Data
September and October have always carried weight in markets. They’re months when volatility tends to pick up, mutual fund fiscal years come to an end,
Checking the Boxes
As a Philadelphia Philles baseball fan, I often spend late August dreaming of “Red October”. With 162 games played in a season, baseball is an endurance
