Economic Policy
Market Holds up Against More Hawkish ‘Fedspeak’
Something special happened for the bulls this past week. For the greater part of 2022, any headlines that...
The Trump Disaster Plan
“Will an unapologetic Trump instead now escalate his slurs, bray at the moon, play out his current angry...
My Encounter with Elon Musk, the World’s Richest Man
“Shared power curbs the worst excesses of both parties.” -- Elon Musk Last Friday, my wife and I...
This Chart About Wall Street Says It All: But Will It Last?
“Those investors who have persisted in the stock market have always been rewarded.” -- Jeremy Siegel, “The Wizard...
Odd Couple on Capitol Hill: Does Bipartisanship Really Work?
“What’s the definition of a statesman? A retired politician!” -- Thomas B. Reed (Speaker of the House, 1895-1899) One of...
Emerging Market Debt Reaches a Breaking Point
For the better part of 2022, the about face and stampede to raise rates by the Federal Reserve...
Supply Chain Trends for 2023 to Guide Investors
Supply chain trends for 2023 to guide investors come from a quickly developing logistics industry and the need...
Ben Bernanke’s Legacy (It Ain’t Pretty)
"The impact on the broader economy and financial markets of the problem in the subprime markets seems likely...
Is a Financial Hurricane Coming?
“Inflation is probably the most important single factor in that vicious circle where one kind of government action...
How Do Recessions Impact Supply Chains?
How do recessions impact supply chains? This article will discuss how an uncertain recession can become a supply...