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March 19, 2022
As #ukraine burns, the US is experiencing its own heat as the drought in key #wheat growing areas of the country expands. While oil ...
March 7, 2022
Friday’s jobs data showed strong demand for workers as 678k new jobs were created and the unemployment rate fell to 3.8%, just above the ...
March 7, 2022
It could be the equivalent of being told you have a terrible cancer with only 1 month to live. And then being told a ...
February 24, 2022
The markets reacted strongly to the Russian invasion of the Ukraine on Thursday, with the S&P 500 dropping 94pts at its low. After President ...
February 16, 2022
Ahead of the FOMC minutes, the markets have shrugged off the inflation news this week as the reduction in the Russia/Ukraine tensions have calmed ...
February 3, 2022
Introduction Over the last 200 years, the global economy has continued to evolve. From the introduction of the steam engine to electricity and now ...
January 28, 2022
What happens when something goes from infinity to zero? This is what every portfolio manager is trying to understand after the Federal Reserve indicated ...
January 20, 2022
One of the more interesting philosophical and ethics experiments is the trolley problem. It’s a fictional scenario with varying mechanics, but let’s use this ...
January 6, 2022
Key Takeaway: Fed is waking up from its 2021 inflation slumber. Key Question: Will Fed over-react with a combined interest rate hike and balance ...
December 21, 2021
This year was no doubt an unprecedented one with several rattling events worldwide. Those included the emergence of new COVID-19 strains, the start of ...
December 14, 2021
Climb a wall of worry? Bah! Here are my top 22 events likely to impact the economy and markets in 2022. No list is ...
November 19, 2021
Executive Summary: Over 200 countries attended COP26 to review previous pledges and set a new path forward to limit climate change and global warming. ...
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