Groundhog Day at the Fed (Again)
Wednesday afternoon, Federal Reserve Chair Jerome Powell announced that interest rates would be holding steady for the time being — ...
Moneyball Economics
Trump’s Tariff Tango Eludes Investors
Is Donald Trump’s radical new tariff policy a brilliant game of “4D Chess?” Or is it simply a doomed political ...
Cycle Slowdown in Jobs Market
Earlier this week, I told you about the ongoing Death of Intel, and why one of America’s most dominant tech ...
The Death of Intel
For more than half a century, Intel (INTC) has reigned supreme as the world’s leading manufacturer of some of the ...
The Fed’s About to Make a Disastrous Decision
In just two week’s time, Jerome Powell and his fellow Federal Reserve officials will convene behind closed doors to decide ...
Jobless Claims Point to Mega-Slowdown…
2025’s markets have been characterized by volatility and unpredictability — as President Trump’s transformative new agenda leaves investors scrambling to ...
“Good News” Data Hiding A Layoff Bomb
Last week’s jobs data came in solid, boosting the market as we headed into a delightful holiday weekend. But now ...
Halftime Huddle — Moneyball is on Fire in 2025, but What’s Next?
We’ve officially reached the halfway point of 2025 — and so far, most of my predictions have been hitting the ...
Prepare for a July 4 “Payroll Crash”
We’ve officially reached the midway point of 2025 … and most investors would say it’s been “so far, so good.” ...
2 Major Red Flags Ahead of Earnings Season
It’s nearly July — and that means another earnings season is right around the corner… So far this year, stocks ...
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