Market Whiplash: Tariffs, Tech, and Extreme Sentiment 2025NewsletterViewpoint Market Whiplash: Tariffs, Tech, and Extreme Sentiment This week has been nothing short of stunning, marked by significant market volatility and a…SFSFebruary 4, 2025
Politics Cannot Predict Markets 2025NewsletterViewpoint Politics Cannot Predict Markets Americans are facing economic challenges that are far greater than anything in 2017. Investors initially…SFSJanuary 28, 2025
Investors Are Doing the Fed’s Job of Fighting Inflation 2025NewsletterViewpoint Investors Are Doing the Fed’s Job of Fighting Inflation The Federal Reserve (The Fed) was created to dampen the economic volatility caused by inflation…SFSJanuary 14, 2025
Growth, Debt, and Opportunities of 2025 2025NewsletterViewpoint Growth, Debt, and Opportunities of 2025 Welcome to 2025. The U.S. economy is growing by around 2.5% (Atlanta Fed). Wages are…SFSJanuary 7, 2025
Eggs, Insurance, and The Fed’s 2% “Target” 2024NewsletterViewpoint Eggs, Insurance, and The Fed’s 2% “Target” Inflation remains stubbornly high, around 3%, driven by rising food prices (notably eggs) and sustained…SFSDecember 17, 2024
The Election Changed Some Things and Left Others the Same 2024NewsletterViewpoint The Election Changed Some Things and Left Others the Same What does new leadership in the United States mean for your finances? Perhaps not as…SFSNovember 8, 2024
Good News is Good News, and Bad News is Bad 2024NewsletterViewpoint Good News is Good News, and Bad News is Bad Conflict in the Middle East may be spreading. The human lives that have been in…SFSOctober 2, 2024
Inflation Stalls as Consumers Slow and the Markets Roar 2024NewsletterViewpoint Inflation Stalls as Consumers Slow and the Markets Roar Thursday, May 16, 2024, ended an incredibly positive streak in the stock market. The market…SFSMay 17, 2024
Want Lower Rates? 2024NewsletterViewpoint Want Lower Rates? Be Careful What You Wish For Lower Rates Sound NiceMortgage rates have been stuck above…SFSMarch 15, 2024
Stagflation Stinks 2024NewsletterViewpoint Stagflation Stinks Making good decisions and sticking with them for a long time is a recipe for…SFSFebruary 20, 2024