by Daniel White | Aug 17, 2026 | Economy
Monday, August 17 A month after the dot-com bubble back in 2000, the market sent a warning shot. It was April 2000 and stocks collapsed 10% in five days, falling 6% on the last day alone. The New York Post ran a story about margin calls driving the selloff. The story...
by Daniel White | Aug 10, 2026 | Economy
Monday, August 10 It’s easy to remember how euphoric investors were back in 2021 and 2022. Unfortunately, we’re reaching those levels again today. Stocks were all anyone could talk about as COVID kept people at home and investing their stimulus checks in the...
by Daniel White | Jul 27, 2026 | Economy
Monday, July 27 Currently, the war in Iran is months old. There’s zero consensus as to when it will truly end. The Strait of Hormuz has been open and closed. And now Treasurys come with an asterisk. Yet despite this unclear economic data, the U.S. consumer...
by Daniel White | Jul 20, 2026 | Economy
Monday, July 20 There’s been a big change in the world’s reserve asset. In a report earlier this month, the European Central Bank said gold has replaced U.S. Treasurys as the top reserve asset for global central banks. At the end of 2025, gold made up about 27%...
by Daniel White | Jul 13, 2026 | Economy
Monday, July 13 Real yields have turned negative, which is changing the income investing game. Inflation has surged past short-term yields. And yet, households kept pouring cash into money market funds in the first quarter. The latest Federal Reserve data shows...
by Daniel White | Jul 6, 2026 | Economy
Monday, July 6 Stock investors have been enjoying a multiyear bull market. Meanwhile, bond traders are selling, meaning they see trouble. Why does this difference matter? Well, historically the bond traders are often right when there’s this kind of...
