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Markets to the Fed: The Truce Is Over!

Commentary It was nice while it lasted. For months throughout 2021, the Fed wrestled with a brewing inflation .

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A Massive Market Returns From the Dead, and You Should Be Glad

Commentary It’s the forgotten “master of the investing universe.” Once the most important market on the planet. I’m .

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The Bull Market That Investors Do Not Want

Commentary In years past, when a Fed chairman stepped up to the mic to announce some policy decision, .

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The One Chart the Smart Money Is Watching Like a Hawk

Commentary With the stock market having escaped January in one piece, all eyes in the market will now .

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The Big Fat Lie of GDP

Commentary Well that didn’t take long. Back in November 2021, as the national public debt was hovering around .

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