We got a pretty interesting set of comments on Tuesday evening from Donald Trump. He confirmed two very important things: He's not going to fire Powell. He says the tariffs on China will be "come [...]

Here are some things I think I am thinking about. 1) Fed Independence. The biggest news of this past week was the potential for the President to fire employees of independent agencies. That would include [...]

I did an FAQ video with readers about the current environment and what's going on. I tried to cover a lot of ground including: What caused the bond market spike in yields last week Why [...]

Here are some things I think I am thinking about. 1) PAUSE. What. Is. Happening. With tariffs? They say there are years where nothing happens and then weeks where years happen. Well, that's what this [...]

Here are three things I am thinking about that are really only one thing, of course. 1) Why Tariffs are Bad. I got back into making YouTube videos this weekend (click here for the link). [...]

Well. By now we can all see the impacts of the tariff announcements. We’re potentially on the verge of a significant and long lasting shift in the global trade system we’ve constructed for over 40 [...]

Here are some things I think I am thinking about this weekend. 1) GDP Now - Still Going Down. When the Atlanta Fed's GDP Now crashed down to -2.8% back in February a lot of [...]

John Bogle famously said that a US based investor doesn't need to own foreign stocks because US stocks get so much revenue from abroad. I rarely disagree with Bogle about anything, but this is one [...]

Ezra Klein and Derek Thompson have published an excellent new book titled "Abundance". The broad message of the book is that the US has hampered its growth and potential with excessive regulations and bureaucratic hurdles [...]