Market-insights

Bonds Misjudge The Future

We’ve always been skeptical that bond yields carry deep meaning…

Market-insights

Is 2020 the Year for Recession?

​In other words, Bernanke sees a 2020 recession looming. Other…

Market-insights

Jobs, Jobs, Jobs

​In over thirty years of watching the economy we’ve seen…

Market-insights

Higher Rates Won’t Cause Debt Spiral

For decades, investors have feared the national debt growing to…

Market-insights

Why Not 50?

Everyone knows the Fed will lift rates by at least…

Market-insights

Labor Market Strength

​Reports on jobless claims show companies are clinging to their…

Market-insights

Don’t Compare Stocks to GDP

​The bull market in U.S. stocks, which started on March…

Market-insights

3% – Why It Doesn’t Matter

​Just a few weeks ago, the Pouting Pundits of Pessimism…

Market-insights

Modest Growth in Q1

​From mid-2009 through early 2017, the US economy grew at…