Archives for March, 2024

  1. March 25, 2024

    The exclamation/question mark combo (interrobang) in the title is not a typo. It’s a reflection of my view on what the Federal Reserve Chairman said last week during his press conference. He made a statement that seemed like a question to me. Of course, all of this still… More >>

  2. March 18, 2024

    It’s hard to imagine why Americans seem so miserable – record real wage growth, all-time highs in the stock market, home price appreciation, record low unemployment, and moderating inflation. Why President Biden and the current political class are in any trouble at all is… More >>

  3. March 11, 2024

    While the ebbs and flows of the news cycle might have investors on edge for an impending crash, those watching corporate earnings might have a different view. Corporate earnings results for the final quarter of 2023 signaled continued corporate strength. Earnings growth… More >>

  4. March 4, 2024

    With the S&P 500 up 43.61% off the low set in 2022 and trading at all-time highs, the question I get asked the most is are we in a bubble? 1 The straight answer is I don’t know, and no one else does either. Sure, there will be a pundit who jumps on TV and declares… More >>