Did Immigration Mask US Economic Problems?
Did immigration mask the deterioration in the US economy over the last year?
Will The FED Engineer A Sticky Landing?
With a bumpy road ahead for the FED, will the economy stick a soft landing?
The Tipping Point… In The Stock Market?
This brings me to what I am calling “The Tipping Point”.
“In The Fed We Trust” – The Great Debate
The market has finally started to realize the hopeful interest rate cuts from the Federal Reserve (FED) are all but a fleeting thought. As the 10 YR Treasury rate continues to climb back toward 5%…
S&P Global Downgrades The US Debt, Again?!
I wish I could say this was an April Fools joke. The sad truth, this headline could cross the news wires any day. As an investment manager working at one of the largest investment firms on Wall Street in 2011,...
Winter is NOT Coming… But Is A Recession?
But before we dive into the weeds with facts, figures, and forecasts let’s set the stage for why, how, and possibly when The Big Bad Recession will rear its ugly head and wreak havoc on the US economy. Let’s begin...
Ticking Time Bomb: The Wall Of US Debt
If nearly 67% of Americans earning $50,000 to $100,000 per year are living paycheck to paycheck, inflation remains elevated, borrowing costs are forecasted remain higher for longer, WARN notices hit their highest level since COVID last year, and the stock...
Is The Stock Market Broken?
It’s the end of the world as we know it, and I feel fine…” should, in my opinion, be the motto for 2024’s US economy, and corresponding stock market performance.
2024 Stock Market: Bull or Bear Case?
It goes without saying, 2023 was an interesting year. Whether it was the Magnificent Seven stocks propping up the stock market, the Fed’s relentless interest rate hikes, consumer debt hitting all-time highs, Middle East unrest, or the threat of a...
Are Small Cap Stocks The Canary In The Coal Mine?
For investors who were 100% invested in equity and fixed income markets, this month was great with a 8-10% rally. Yet if you turn back the clock one month to October that same investor would have been taken for a...