by Daniel White | Apr 20, 2026 | Economy
Monday, April 20, 2026 Unless you own a lot of energy stocks, the recent past has probably been bad news for your portfolio. Oil prices are higher and the energy sector, once again, has been the biggest gainer. For instance, as of this writing the State Street Energy...
by Daniel White | Apr 13, 2026 | Economy
Monday, April 13, 2026 The Federal Reserve met and did nothing. Normally, this wouldn’t be big news. But when it’s in context of a new war, the Fed’s reaction can take on more importance. To recap: the Fed finished its two-day policy meeting, and as widely expected,...
by Daniel White | Apr 6, 2026 | Economy
Monday, April 6, 2026 The U.S.-Iran war has officially produced the worst energy shock in history. And as of this writing, it’s not getting any better. The International Energy Agency confirmed 2026’s closure of the Strait of Hormuz has produced a larger supply...
by Daniel White | Mar 23, 2026 | Economy
Monday, March 23, 2026 The primary goal of investing is to avoid catastrophic losses. And yet, markets attract the most participants at the peak of a bull run. Obviously, no trading strategy calls the exact top of a bull market. Peaks will pass and only hindsight will...
by Daniel White | Mar 16, 2026 | Economy
Monday, March 16, 2026 Our government has been on an insane spending spree ever since the pandemic, borrowing $22 trillion and doubling the national debt in six years. Even after Republicans gained control of Congress and the presidency, the deficits continued. We’re...
by Daniel White | Mar 9, 2026 | Economy
Monday, March 9, 2026 Inflation is returning to the U.S. We can thank trade wars and huge government deficits for crushing the bond market. Resulting higher interest rates then crush the stock market, which is worth more than 200% of economic output and trading at...