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...
by Daniel White | Jun 22, 2026 | Economy
June 22, 2026 Kevin Warsh, the new Federal Reserve Chair, has a tough road ahead. Before he took over, Warsh’s predecessor Jerome Powell oversaw his final meeting and there were four dissenting votes. The last and only time there were four dissenting votes was October...
by Daniel White | Jun 15, 2026 | Economy
June 15, 2026 The stock market seems incredibly strong right now – huge earnings results, all-time highs, and so on. If you only look at the surface level, everything seems fine. But the market is deeply split, highly concentrated, and driven by speculative trading....
