Topic
Macro Economy
A collection of 25 posts
Here Comes the Fed — Part II. Stocks
Putting Wall Street’s “don’t fight the Fed” saying to the test.
| 14 min read
Here Comes the Fed — Part I. Bonds
Should you buy bonds when the Fed cuts interest rates?
| 13 min read
SAM I AM (OR NOT)
Sahm Rule nears recession territory | Tight spreads | Ramji’s Welcome message | Ascensus reminder
| 8 min read
Keep Politics Out of Your Portfolio
Letting politics drive your investments is a loser’s game, no matter your party affiliation. Don’t let election-year noise affect a well-considering investment strategy.
| 5 min read
Where Did the Recession Go?
Consensus expectations for a 2023 recession were wrong. Why?
| 6 min read
The First Shall Be Last
2024 OUTLOOK: A turning point within the market, not for the market.
| 18 min read