Blog

Executive Summary Housing prices have perplexed many since mortgage rates rose in 2023. Since active home listings plummeted from 1.2 million in [...]

Executive Summary A recent article in the Financial Times suggests that the Fed pushing interest rates higher has led to a windfall [...]

Executive Summary Speculators have driven the stock market to extreme highs, along with the imbedded risks. The four graphs (included below) represent [...]

Executive Summary In this week’s Market Update, I share comments made by economists Dr. John Hussman and Jeremy Grantham as well as [...]

Executive Summary Last week the Federal Reserve surprised economists with a 0.50% decrease in the Federal Funds Rate, rather than the expected [...]

Executive Summary The Treasury yield curve typically refers to the difference between the yield on the 10-year and two-year Treasury Notes. In [...]

Executive Summary Over the past year, the economy has weakened, but the “strength” in the labor force has kept us from recession. [...]

Executive Summary To take advantage of negative interest rates in Japan and a strengthening dollar, investors have been borrowing funds in yen [...]

Executive Summary Today’s missive compares the historical price movements in Cisco Systems to the price movements in Nvidia today. While there are [...]