Economic & Market Report: Looking Beneath The Surface
“Look beneath the surface; let not the several quality a thing nor its worth escape thee.” – Marcus Aurelius The gains in the…
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Timely market commentary, analysis, and thought leadership to help you stay informed.
Economic & Market Report: Shortness of Breadth
The U.S. stock market is flying once again this year. After posting an impressive +24% advance in 2023, a year when many…
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Toes in the Sand
There is something about feeling the sand between your toes while strolling along the beach that is so relaxing. That is not…
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Monthly Budget Review | February 2024
Budget Totals Through January (billions of dollars) Actual FY 2023 Preliminary FY 2024 Y-O-Y Change Receipts 1473 1585 112 Outlays 1933 2116…
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Economic & Market Report: Stress Test
The U.S. economy continues to exude resilience as we make our way through the early months of the New Year. And capital…
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The American Dream: Homeownership
Becoming a homeowner has been quite the ride for Rachel and I. We’ve been knee-deep in renovations, relying heavily on the support…
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Economic & Market Report: Some Like It Hot
The latest jobs report for the month of January came in “hot”. The latest reading on CPI inflation to start the New…
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Economic & Market Report: Déjà Vu?
It was nearly a year ago when global capital markets came under sudden and intense pressure. Over the course of hours in…
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It Wasn’t Meant to Be
As the old saying goes, everything happens for a reason. Sometimes you realize it almost immediately, sometimes it takes the benefit of…
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Economic & Market Report: Pain Points
The New Year is off to a rousing start for the U.S. stock market. With the recent stock bear market now definitively…
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