I know the title of this blog might be controversial and in some regards it may not be entirely accurate. As I wrote last week, Trump threw in his cards on China and in many respects foreign affairs experts are dubbing Trump a “paper tiger.” It’s hard to suggest Trump… More >>
It’s hard to talk about recessions when the U.S. stock market hit record highs last week, [i][ii] however, and quite unusually, there is a recession brewing in one important industry: Freight.
Cass Information Systems, a leading freight payment and logistics provider,… More >>
Last week was a significant week for global trade as the trade war with China took a very predictable turn with President Trump crying “uncle.”
Realizing the Midwestern farmer has turned decidedly against the President when it comes to trade, he did the only thing he… More >>
Around the holidays, you might enjoy eggnog, mistletoe, or other traditions. Wall Street enjoys traditions as well.
One of the most dubious is the end-of-year tradition of making meaningless predictions. What will happen in the world of finance? Where will markets… More >>
We certainly hope you all enjoyed a wonderful Thanksgiving with family and friends. Perhaps like the other 165 million Americans (according to the National Retail Federation), you chose to do some shopping in what is now a 5-day shopping event. [i]
The early… More >>