The Federal Reserve System is a great example. It has a critically important role in the economy but is designed to act ...

January has flown by and it’s been a bit of a whirlwind. The shortened holiday week of the 20th handed us the worst day for ...

Everything is relative. That’s one reason the economy is so hard to understand. In a very real sense, we all live in our own ...

If you’re still attempting to make investment decisions without fully integrating geopolitics into your analysis, you’re operating at a significant disadvantage in today’s markets.

It doesn’t look like 2026 will be the year to add consumer discretionary companies to your portfolio. Maybe the opportunity ...

Stocks have ripped higher for the past three years... soaring 24% in 2023, 23% in 2024, and 18% last year. That crushes the historical 8% to 10% per year average. And there’s a good chance—especially ...

2026 is shaping up to be a hell of a year for space. Jeff Bezos and Elon Musk want to build artificial intelligence (AI) data centers in orbit. I visited a startup planning to mine asteroids (more ...

Today we continue anticipating 2026, this time shifting for the first part of the letter from economic issues to geopolitics ...

Willie Nelson is not, to my knowledge, a proponent of any economic cycle theories – though now at 92, he’s seen more cycles than most of us. But he was singing back in the 1950s how good things ...