When the Noise Fades, Data Speaks

When we said the shutdown would be more noise than news, we meant it. Since the government shut down on October…

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Shutdown Drama ≠ Market Drama

Headlines about a potential government shutdown are back. But if history is any guide, markets don’t lose much sleep over…

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The Stock Market Is Not the Economy

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…

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