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?

January 28, 2021

#1 AOC, Redditt and GameStop. It’s hard not to smile when I see what’s going on with GameStop and Redditt as the once less-powerful ...

Top 5 Driving the Economy and Markets Right Now

January 11, 2021

The #CapitolRiots of last week will transcend our time and will likely be referred to as the “Electoral Rebellion of 2021.” Think Whiskey Rebellion, ...

The Electoral Rebellion of 2021

December 16, 2020

Vaccine Hesitancy Virus Mutation Cyber War Protracted Congressional Fighting Credit Crunch The combination of 1 & 2 will be tragic. But if accompanied by ...

Top 5 Economic Risks for 2021

December 11, 2020

With the world and US trying to cope with COVID-19, you probably haven’t thought much about what’s going to happen in the first 100 ...

1st 100 Days: Biden’s Top 5 Economic Plans

December 4, 2020

Over the last few weeks, president-elect Joe Biden has been making announcements on his key economic team. Let’s run down the list: Special Envoy ...

Personnel as Policy: Biden’s Carbon Tax

November 24, 2020

Yellen’s Turn? Let’s get this rolling downhill fast and clear out some debris along the way. 1.    GSA has formally approved Biden as victor to ...

Biden’s top economic choice: winning the game?

October 16, 2020

Source CFRBLess than 18 days from the election, the markets appear to be on pins and needles over two outcomes. First, another round of ...

Why Stocks Can Rally With Biden

September 25, 2020

1. McConnell has the Republican votes to pass and will push for vote before 11/3. The US will need to have 9 jurors before ...

Why SCOTUS=Blue Wave