by Daniel White | May 4, 2026 | Economy
Monday, May 4, 2026 This year’s first quarter was a wild ride. It started off well after a strong 2025, reaching new market highs in January. But then global disfunction arose due to the escalating conflict in the Middle East. It led to a severe downturn and the...
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...
by Daniel White | Mar 2, 2026 | Economy
Monday, March 2, 2026 During Super Bowl 60, there were more multimillion-dollar commercials broadcast for AI (15) than points scored by the losing team, the New England Patriots (13). AI either created or was the focus of 23% of the ads for America’s most...
by Daniel White | Feb 2, 2026 | Economy
Monday, February 2, 2026 Maybe now is the time to be contrarian. Typically, when everyone on Wall Street agrees on something, we rush to do the exact opposite. That’s because Wall Street has a history of going all-in at exactly the right time. After COVID, money...
by Daniel White | Jan 12, 2026 | Economy
Monday, January 12, 2026 Are interest rate cuts doing what they’re supposed to do? Most investors expect rate cuts to boost stock prices, unlock the mortgage market, drive up spending and keep the economy running hot. In other words, they view cuts as a magic...
