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News, Insight and Opinions

Tariffs, Immigration and Crypto (Oh My?)

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  • 2 minutes

The first quarter of the 21st century was a wild ride. With (likely) more surprises ahead, how will the market fare under the new administration's policies? And how can we hold steady as she goes? One thing's for sure: Expectation doesn't always match reality.…

Mind Games: The Negativity Gap

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  • 4 minutes

Macroeconomic data shows a remarkably healthy US economy—but survey says the average American isn't feeling it. So why the disconnect?…

From the Desk: Will the Santa Claus Rally Continue?

  • 122023
  • 2 minutes

At the time of this post, the S&P 500 is up 3.85% this month alone. The Cleveland Browns are 2-1 over the same period. Clearly, the Santa Claus rally is benefiting both investors and Browns fans alike. The question is, will it continue?…

From the Desk of Joe: A Fourth Quarter Gameplan

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  • 3 minutes

I'm a lifelong, diehard fan of the Cleveland Browns. I'm also a five-year fan of Fed Chair Jerome Powell. Given Sunday's Browns game and their debacle of the fourth quarter, I can't help but consider some similarities between these two relationships.…

A weathered merry-go-round pony with cracked paint gazes wildly up at a similarly-cracked dove, the rest of the carnival ride blurred behind a trippy, psychedelic haze.

A Day in the Life at the Fed

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  • 6 minutes

Inflation and recession might qualify as incendiary language when abused by ratings-hungry media bigmouths. Join us for a fictional day in the life at the Fed and find reason to push fear aside and take a colorful ride.…

Was the Plan To Get Punched in the Mouth?

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  • 3 minutes

April's Consumer Price Index (CPI) 12-month projection of 8.3% is a step in the right direction, but we continue to see the highest rates in nearly 40 years. Is this just post-pandemic fallout, or are there other forces at work here?…