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Wealth 101
February 13, 2025
Earnings Check-In: The Good, The Bad, and The Meh
Consumer Discretionary is leading, Industrials are lagging, and Tech is just fine. The key takeaways from earnings season so far.
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February 12, 2025
Inflation, Labor, and the Fed: Where Are We Now?
Sticky inflation and a strong labor market: The perfect excuse for the Fed to stay put on rates.
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February 11, 2025
DOGE Is Slashing Spending – But At What Cost to the Economy?
A trillion-dollar government cut could shrink GDP by 3.4%. Here’s how that might play out for the economy and markets.
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February 10, 2025
The Inflation Spiral: Why It’s Not Just About Prices
Inflation fears are rising, and new steel and aluminum tariffs could make it worse. Here’s what you need to know.
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February 7, 2025
The Deficit Debate: A Messy, Necessary Conversation
Cutting the deficit is a noble goal, but who’s really willing to pay the price? Let’s break down the real cost of government spending cuts.
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February 6, 2025
Why the Administration Is Targeting 10-Year Yields Instead of the Fed Funds Rate
Forget rate cuts—lowering 10-year Treasury yields is now the administration’s priority. Here’s what that means for markets and the economy.
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