Macro Observations
Shopping For Small-Caps
Tis The Season To Be Discerning
Macro Observations
Macro Observations
Just A Reminder That The U.S. Housing Market Is Still Under A Lot Of Stress
While the financial markets focus on whether or not central banks will continue cutting rates, wondering where inflation is headed next or the impact of a global trade war, there’s one risk to the economy that’s never really gone away - the U.S. housing market. I was reminded
Macro Observations
Walmart vs. Target: One Looks Good; One Looks Awful
Which Is Telling The Real Story?
Macro Observations
Reverse Yen Carry Trade 2.0
We’re Setting Up For A Repeat Of July
Macro Observations
What Is Happening In The Treasury Market?
It Could Be Inflation, Liquidity, Trump Or Manipulation
Macro Observations
What Wins & What Loses In Both Election Outcomes
It's More Nuanced Than You Think
Macro Observations
Silver’s Big Rally
Is It A Good Sign Or A Bad Sign For The Soft Landing?
Macro Observations
The Threat of Tariffs
Why They’re Likely To Be Bad For Everyone
Macro Observations
The 2nd Coming of Inflation
It May Have Already Started
Macro Observations
2024 vs. 2007
There Are More Similarities Than You Think
Macro Observations
China Comes To The Rescue
That Means The Fed Is In Trouble
Macro Observations
Most Credit Spread Measures Don’t Indicate Much Risk, But One Of Them Does
Few understand the TED spread.