Celebrating a Slowdown

Celebrating a Slowdown

Monday, January 5, 2026 In finance, negative economic headlines can send the stock market higher. It’s counterintuitive, yes. But it’s true. For instance, rising unemployment should be a warning siren for equity investors – they don’t want a recession. But in...
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...
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...
The Fourth Quarter Effect

The Fourth Quarter Effect

Monday, October 27, 2025 September is generally regarded as the worst month in the stock market over the course of the year. But October-December is the strongest time of the year historically, and the fourth quarter consensus consistently demonstrates strong...