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

All Eyes on the Fed... investors are parsing every word of its statements and the Powell press conferences.

Closer to a Turning Point. Ultimately, recessions are about mistakes...Almost always, it is government policy mistakes that cause this over-investment (or “malinvestment”).

January Surge Kept Q1 Positive...The problem with forecasting the economy right now is we have never been in this position before, where an unprecedented two-year surge in the money supply (plus massive temporary transfer payments) were closely followed by a dive in the money supply unlike anything we’ve seen in decades.

How to Lose Reserve Currency Status. The question is: will it? Russia, China, Brazil, and others, including Saudi Arabia, all seem to think they can find a way to replace the dollar and undermine US dominance on the world economic stage.

Still Bearish. Given the drop in the money supply, we are headed for a much colder economy; we’re just not there yet.

The Fed Waffles...The problem was that the Fed continues to ignore the most important issue in monetary policy.

Heading Toward a National Bank?...because it seems that crisis by crisis – the Federal Reserve, lawmakers, and regulators – are busy designing a financial system that looks a great deal like a national bank.

Ignore the Crazy!... It’s the growth in the money supply, or continued lack thereof, that will determine what happens to economic growth and inflation in the next couple of years.

What Happened to the Recession? We obviously hope there is no recession on the way. It’s pretty obvious that the stock market isn’t worried. But January’s economic data aren’t as clear as many might think.

Hard Landing, Soft Landing, or No Landing? In the past few weeks, a growing chorus of economists and investors have decided that the pessimistic narrative had it wrong all along, that the US isn’t headed for a hard landing,...or soft landing...