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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.

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.

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.

February 5, 2025

Your Investment Thesis Matters More Than Today’s Price Action

Don’t let short-term noise derail your portfolio. Smart investors focus on the future—the long game.

February 4, 2025

Uncertainty is the New Normal – Again

Markets hate uncertainty, and the latest tariff news just dialed it up to eleven. Here’s what it means for investors.

February 3, 2025

Trump’s Tariff Gamble: The Economic Fallout Begins

Tariffs are back, and they’re expensive. Inflation, GDP hits, and market uncertainty—here’s what you need to know.

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