Forecast vs Nowcast
Monthly Outlook: May 2022 Markets are off to one of [...]
Chicken & Waffles
Monthly Outlook: April 2022 It’s been a volatile ride for [...]
Protection Mode is Prudent, For Now
Monthly Outlook: March 2022 Markets continue to be very volatile [...]
Are We There Yet? Yes, Finally!
Monthly Outlook: February 2022 Markets are off to a very [...]
Let’s Learn from History and Stop Predicting
Monthly Outlook: January 2022 Goodbye 2021 and hello 2022! We’ve [...]
Quit Guessing – Follow the Facts
Monthly Outlook: December 2021 Are you getting tired of endless [...]
The Do-Little Fed and the Pushmi-Pullyu Congress
Monthly Outlook: November 2021 Markets rebounded nicely in October on [...]
Will the Fed Pop Its Own Bubble?
Monthly Outlook: October 2021 Markets took a breather in September [...]
Are We There Yet?
Monthly Outlook: September 2021 It’s almost Labor Day and the [...]
All Eyes on the Fed
Monthly Outlook: August 2021 Summer is in full swing, and [...]
Managing Peak Expectations
Monthly Outlook: July 2021 Confidence and exuberance are the watchwords [...]
Will Inflation Pop the Stimulus Bubble?
Monthly Outlook: June 2021 Everything is opening up. Do you [...]