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 ...
Moneyball Economics
“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 ...
New Data Points to “Stagflation Summer”
Early in April, President Trump shocked the world with his “Liberation Day” announcement of sweeping reciprocal tariffs. Shortly afterwards, many ...
Consumer Spending CRUNCH Incoming
President Trump’s transformative new agenda has thrown a serious curveball at markets, investors and the economy at large. So far, ...
What it Means to be Bloomberg Terminal’s #1 on Payrolls
We’re now just a week away from the U.S. Federal Reserve’s June meeting, and it’s become abundantly clear that Powell ...
Today’s Surging Payrolls … Tomorrow’s Stagflation?
This month’s payroll data is in, it’s red-hot, and it’s driving markets higher. This is great news for investors in ...
Beware the “Goldilocks Zone” Economy
Right now, the economy seems like it’s in a “Goldilocks Zone.” The job market is healthy, inflation is down to ...
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