facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Current Commentary

Stay up to date on current financial events and commentary with our weekly blogs.

Where is the Economy? Thumbnail

Where is the Economy?

Where is the Economy? Recessions are ultimately about mistakes, about too much optimism given underlying economic conditions and the need for economic activity to adjust back downward.

Read more
Not All Recession Theories Make Sense Thumbnail

Not All Recession Theories Make Sense

Not All Recession Theories Make Sense. Why does this matter now? We think a recession is coming because the economy was artificially stimulated during COVID but the M2 money supply has declined in the past year. In addition, by rewarding short-term cash, the inverted yield curve should eventually limit business investment and risk-taking in general.

Read more
Still Growing Thumbnail

Still Growing

Still Growing. No one should be popping champagne when they see Thursday’s GDP report. The good news is that it won’t be negative. The bad news is that even if it hits our estimate of 2.1% this is a far cry from the robust growth of the economic expansions in the 1980s and 1990s.

Read more