08/04/25
Relax, Folks: Jobs Report Was OK
07/29/25
Let The Games Begin!
07/28/25
Update On The Roaring 2020s
07/21/25
Foreigners LOVE American Securities
07/14/25
Trump’s Reign Of Tariffs Ain’t Over
07/07/25
Trump & Bessent Versus Powell & The Bond Vigilantes
06/30/25
‘It’s Always Something’
06/23/25
Heatwaves
06/09/25
Americans Are Still Working For A Living
06/03/25
China’s Currency & Japan’s Stocks
05/27/25
Japan’s Brawl With The Bond Vigilantes
05/19/25
Meltup In Stocks Or Meltdown In Bonds?
05/12/25
Earnings & Valuation Under Trump 2.0 So Far
05/05/25
Is The Recession Over Already?
04/28/25
Anatomy Of A Correction
04/21/25
On Edge For 90 Days, More Or Less
04/14/25
Bonds Away!?
04/07/25
Annihilation Days
03/31/25
Trump’s Reign Of Tariffs: Stagflation Odds Up, S&P 500 Target Down
03/24/25
The Fed’s Economic Forecast Versus The Consensus & Ours
03/17/25
The Bull Versus The Bear Case
03/10/25
High Noise-To-Signal RatiosUnnerving Stock Investors
03/03/25
Testing The Resilience Of The US Economy
02/24/25
A Tale Of Woes
02/18/25
The Gunfight At DOGE City
02/10/25
Anatomy Of Full Employment
02/03/25
Anatomy Of Gross National Product
01/27/25
Anatomy Of The Bull Market (Will DeepSeek Sink It?)
01/21/25
Time To Recalibrate Our Three Scenarios?
01/13/25
The Recession Is Over, Again!
12/30/24
MARKET CALL: Crosscurrents & Riptide
12/23/24
Permabulls Versus Permabears
12/16/24
Inflation: The Good, The Bad & The Ugly