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Monthly Research Notes

April 2024 - Will there be growth in the spring?

March 2024 - When are we going to BE there?

March 2024 - When are we going to BE there? (VIDEO)

February 2024 - Signs of the times

February 2024 - Signs of the times (VIDEO)

January 2024 - Winter is coming

January 2024 - Winter is coming (VIDEO)

December 2023 - The train is not leaving the station

December 2023 - The train is not leaving the station (VIDEO)

November 2023 - You don't notice erosion when it is happening

November 2023 - You don't notice erosion when it is happening (VIDEO)

October 2023 - It seems like fun till it starts going down

October 2023 - It seems like fun till it starts going down (VIDEO)

September 2023 - Is the USA drowning in a tidal wave of debt

September 2023 - Is the USA drowning in a tidal wave of debt VIDEO

August 2023 - I want to believe (in a soft landing)

August 2023 - I want to believe (in a soft landing) VIDEO

July 2023 - Patience is bitter, but its fruit is sweet.

July 2023 - Patience is bitter, but its fruit is sweet. VIDEO

June 2023 - 5% cash is a financial black hole

June 2023 - 5% cash is a financial black hole VIDEO

May 2023 - Don't let the ride confuse you

May 2023 - Don't let the ride confuse you VIDEO

April 2023 - Hubris, Incompetence and Failure VIDEO

April 2023 - Hubris, Incompetence and Failure

March 2023 - The market journey is not a flight, it's a cruise VIDEO

March 2023 - The market journey is not a flight, it's a cruise

February 2023 - Some good news, but mostly bad news

January 2023 - Recession becoming more obvious

December 2022 - Hello, soft landing

November 2022 - Inflation will be stickier this cycle

August 2022 - The puzzle of interest rates and inflation

July 2022 - The long tail chase of interest rates after inflation

June 13, 2022 - The hope of May; the reality of June

June 2022 - Inflation is worse than you think

May 2022 - Problems everywhere

April 2022 - Mental preparation for a bear market

March 2022 - What will the Fed do?

January 2022 - The Fed and inflation are all that matter

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