All Commentary Video Article Podcast Whitepaper

Insights

Economic Outlook: Update: Three Yards and a Cloud of Dust

March 6, 2025
Read time: 9 minutes I delivered my core 2025 economic outlook late in 2024, suggesting that we would...
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Clear Air Turbulence or an Ugly Lasting Storm? Hold your Ground!

March 6, 2025
Read time: 12 minutes 2025 has simply been boring and status quo, right? There’s not much going on...
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Economic Outlook: Initial Take on Trump’s Four Buckets

February 7, 2025
Read time: 8 minutes I feel better about some of my past economic calls that haven’t panned out....
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Santa Hit Some Air Turbulence at Year-End. Time for a Rest? Buckle Up!

January 3, 2025
Read time: 12 minutes “The greatest danger in times of turbulence is not the turbulence; it is to...
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Economic Outlook: Modeled Economic Impact of Trump Plans

January 2, 2025
Read time: 10 minutes Happy New Year! Now that the presidential election is over, some are asking about...
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Three Yards and a Cloud of Dust: Alternative Economic Scenarios

December 12, 2024
Read time: 8 minutes Last month we published our “core” economic call for 2025 entitled “Three Yards and...
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Too Much of a Good Thing in 2024—Or Riches Deserved?

December 4, 2024
Read time: 12 minutes “It is possible to have too much of a good thing.” – Greek...
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Economic Outlook 2025: Three Yards and a Cloud of Dust 

November 6, 2024
Since 1950, the average annual growth rate of U.S. gross domestic product (GDP) has been 3.2%. 1 But as...
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Trick or Treats as We Move Into Late Fall? Perhaps a Bit of Both.  

November 6, 2024
“I used to think that if there was reincarnation, I wanted to come back as the president or the...
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A Look Down the Passageway: New Room Coming Into Focus

September 3, 2024
All who have followed my writings over the last two years recognize the “Passageway” theme. It is a thematic,...
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The Economy Looks “Just Right” Despite Mixed Signals

August 1, 2024
Read time: 8 minutes “Our Earth is degenerate in these later days; bribery and corruption are common; children...
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As Inflation Weakens, Rate Cuts Are in the Offing

July 8, 2024
Read time: 7 minutes As a practicing economic/capital market commentator, I believe it is good to understand viewpoints...
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