Inflation
So, we are told inflation is dropping. We are told that the economy is slowing, and prices are surely going to stop rising as much as they have in
At long last the election is over (although we have a feeling that it's going to continue to be in the news for quite some time).
Now we will see if proposals
Election!
Happily, the election is almost here. All the drama, the controversy, the noise, will hopefully start to settle down a bit after the election. I
This week I presented a DWM webinar on several topics including:
- Impact on markets from the presidential election
- Federal Reserve policy
- Tech/AI outlook
- Forward
In this week’s audio update, I answer the below questions I received from clients:
- Interest rates cuts appear to have stalled. What’s happening?
- Money Market
The Department of Justice has concluded that Google is a monopoly in the search business and is suggesting changes to its corporate structure. It is also
In this week’s update I answer several questions I’ve been asked over the course of the last several weeks. As always, feel free to ask me questions. I’m happy
We have been saying for some time that we are concerned about China’s economy. Some say that valuations are at record low levels relative to the US. Our view
The Fed finally did it. A cut of 50 basis points highlights their desire to keep the United States economy from sliding into recession. We still expect another
One of the key drivers of inflation is the cost of energy. Oil prices have caused inflationary pressure with concerns related to the Russia-Ukraine conflict
After months of hinting that interest rates would fall, Chairman Powell finally came out and said it; the economy has slowed enough to declare that interest
