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Wealth 101
September 26, 2025
Pump Up the Base: Fed Policy Explained
What the Fed’s obsession with “neutrality” means for markets, rates, and your portfolio.
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September 25, 2025
Why Lower Rates Won’t Fix Housing Affordability
The surge in new home sales looks strong–but supply, demand, and interest rate gravity tell a different story.
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September 24, 2025
Stocks, Rates, and the Fed’s Math Games
What Powell means when he says rates are “moderately restrictive.”
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September 23, 2025
Declining Payrolls: The Canary in the Coal Mine
Soft survey data and hard payroll numbers tell the same story–trouble for jobs.
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September 22, 2025
Déjà Vu: The 1990s Dotcom Run vs. Today’s AI Boom
History shows markets can stay “too expensive” for years before breaking. Are we there now?
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September 19, 2025
Forward PE's at 22x—Just Math or Justified?
Rate cuts gave stocks their sugar rush, but can EPS growth keep the rally alive?
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