Markets don’t usually turn on headlines.They turn on liquidity. Over the past three years, the financial system has been quietly going…
Why a 22% Gain in Tech Isn’t a Bubble — It’s Just the Beginning Good afternoon, friends.Let’s start with a…
When we said the shutdown would be more noise than news, we meant it. Since the government shut down on October…
Headlines about a potential government shutdown are back. But if history is any guide, markets don’t lose much sleep over…
I’m often asked, “How is the market doing so well when the economy feels soft?” Yesterday’s Fed cut—very likely the start of…