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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.

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.

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.

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