Why I’m Buying the Blue Wave
Historically, the 12 months following a midterm election have been remarkably strong for stocks, with the market gaining an average ...
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3.4% GDP — So Why Didn’t the Fed Hike?
On paper, this should have been an easy call for the Fed… Third-quarter GDP came in at a strong 3.4%. ...
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The $100 Billion Healthcare Shock Hitting Jan. 1
Healthcare is one of the biggest businesses in America. We spend roughly $6 trillion a year on it, nearly 20% ...
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The $50,000 Car Trick Fooling the Fed
The latest retail data says the American consumer is doing just fine. I don’t buy it. When I look underneath ...
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Why Gridlock Could Keep the Bull Market Running
Election season tends to bring out the worst kind of economic forecasting. One side wins, the other side loses, and ...
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AI Is Making Your Mortgage More Expensive
Mortgage rates are flirting with 7.5%, their highest levels in roughly 20 years, and naturally everyone has a political explanation ...
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The “Soft Data” Wall Street Keeps Getting Wrong
Wall Street spends billions of dollars trying to answer one singular question: What happens next? But instead of getting answers, ...
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The 10% of GDP Forecasting the Next Boom
Manufacturing accounts for only about 10% of U.S. GDP today. But that 10% gives me something the rest of the ...
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