Macro Economy
A collection of 23 posts
Noisy Inflation
After hitting a 40-year high, inflation has cooled dramatically. Where does inflation go from here, and what does it mean for investors?
Hitting the Inflation Bullseye
Is Microsoft a value stock? | Final inflation check-in | Does the NZAM alliance violate antitrust law? | Vanguard Charitable expands its lineup | Vanguard’s tech woes continue
To Coup, Or Not to Coup
One-year returns on the rise | Where did the recession go? | A non-coup in Russia | Unknown requirements to lend your stocks
Fleeting Flight to Safety
Investors sought safety back in 2011 when U.S. Treasury bonds were downgraded from AAA to AA by S&P. How are markets reacting this time around?
Danger Ahead?
Looking at the debt ceiling (and potential default) as an investor, not a politician.
Weathering Government Shutdowns
With the U.S. government’s finances bumping up against the debt ceiling, I’m (not surprisingly) hearing from concerned investors on both sides of the political aisle asking what this means for our investments. First, we’ve been here before. And it’s important to recognized that we’ve