Investors Are Facing A “Lost Decade”

Investors Are Facing A “Lost Decade”

Monday, December 29, 2025 Legendary contrarian investor Howard Marks has led Oaktree Capital Management since he founded it in 1995. After fees, his clients have gained an annual return of 19% a year. A high yield corporate bond specialist, Marks prioritizes avoiding...
Consumers are Cracking, But Not the Ones You Think

Consumers are Cracking, But Not the Ones You Think

Monday, December 15, 2025 Five years ago, pandemic stimulus checks and low interest rates allowed people to spend and borrow freely. High income households bought luxuries like cars, vacations, and home upgrades. Today, the U.S. economy is sitting on a massive pile of...
AI Takes Away More Jobs

AI Takes Away More Jobs

Monday, December 8, 2025 Artificial intelligence seems to be everywhere these days. It’s the big, buzzy phrase dominating headlines and driving stocks higher this year. But AI is also disrupting labor markets. Several huge, well-known companies are blaming technology...
Americans are Dependent on Stocks

Americans are Dependent on Stocks

Monday, November 24, 2025 For better or worse, Americans’ financial futures are tied to stocks. Following the financial crisis, U.S. households held over half their financial assets in equities. Today, that amount has risen above 80%, which is higher than it was at...
Red Hot Market, Tapped Out Consumer

Red Hot Market, Tapped Out Consumer

Monday, November 17, 2025 The S&P 500 has now gone 103 straight trading sessions without a 5% pullback, as of this writing. It’s the second longest streak since 2021 and among the longest since the 2018 record of 403 sessions. For perspective, the long-term...