May 7, 2021

Today, the US BLS releases its monthly employment data. The expectations were for 950k NFP with some predicting as high as 1.4m new jobs ...

Did We Just Hit Peak Growth?

April 29, 2021

Both the Fed and Biden had big meetings this week. Biden gave a “this-is-not-a-state-of-the-union” state of the union address on part 2 of his ...

Biden and Fed: here’s what we learned for the economy

April 22, 2021

Star Trek shows us the future! As an economic futurist, I get to go down a lot of research rabbit holes. Sometimes I discover ...

Technology FAMG want and eveyone else needs

April 15, 2021

Why is JPM Jaime Dimon talking about it? Despite the new COVID surge, there is tremendous economic optimism running through the United States right ...

Prepare for Revenge Spending

April 8, 2021

Key Take-away and Doing My Best to State the Obvious: For the economy and D.C., a $1.9 trillion spending plan on infrastructure, climate change ...

Infrastructure Plan: passing and impact

April 1, 2021

Is it big?  Yes.  Is it bold?  Yes.  And we can get it done. President Joe Biden on the American Jobs Plan  Fact Check: ...

Biden’s Gigantic, Enormous and Quite Large Infrastructure Plan

March 17, 2021

Key Takeaway: It is a logical political path, prepare for it now Where we’ve been After the passage of the $1.9 trillion stimulus bill, ...

Filibuster or Bust

March 5, 2021

A Hint of Better Times Ahead What’s astonishing about this data is how strong job creation was during a February cold snap that forced ...

What the Job Numbers Mean for Economy, Bonds, BTC and Stocks

February 25, 2021

Hint: it’s rising interest rates Let’s get to the elephant in the room for most investors: volatility. To begin, let’s talk about where we’ve ...

Stocks Have a Problem

February 18, 2021

Key Takeaway: There is no returning to a pre-pandemic economic “normal,” but we’re dealing with it We have seen the best our technology can ...

Pandemic into Endemic: COVID is here to stay (and that’s okay)

February 10, 2021

Why Elon Musk is Like a Greek God Let’s state this right at the start: the goal of the Biden administration, Congress and the ...

The Future White Hot Coals Economy

February 5, 2021

#1 Jobs  President Biden: “We’re going to be talking about the recovery package, but we saw the jobs report that only 6,000 private sector ...

Jobs, Stimulus and Impeachment: what could go wrong?