Government Debt and Deficits
Federal deficits and the national debt have been heavily emphasized [...]
Are We In A Recession?
The initial estimate for the quarter ended 6/30/2022 is that [...]
On Interest Rates: The Federal Reserve is in a Difficult Position
The most common discussion with clients recently has been about [...]
Inflation or Deflation?
The recent year-over-year Consumer Price Inflation (CPI) prints have been quite high at 4.16%, 4.99%, 5.39%, and 5.37%. However, the bigger question we're exploring here is if high inflation will be sustained for the foreseeable future or if the inflation is truly "transitory" as some policymakers are suggesting.
Stealth Inflation Example
Inflation does not always show up in higher prices for [...]
Putting $6 Trillion “Stimulus” in Perspective
The most recent COVID relief bill was signed by President [...]
Toilet Paper “Shortage” Solved
I’m again hearing stories of grocery store shelves emptied of [...]
$27 Trillion National Debt and Counting, How It Gets Paid and Who Pays It
The debt of the US government recently crossed $27 trillion. [...]
Quarterly Market Update – 2020.Q3
Below you’ll find the returns for various asset classes spanning [...]
