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...
by Daniel White | Jan 6, 2026 | Economy
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...
by Daniel White | Nov 17, 2025 | Economy
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...
by Daniel White | Jul 10, 2025 | Economy
Monday, July 14 The tariff pause has pushed stocks up, pleasing investors. However, President Trump’s tariffs did nothing but stoke a flame that was already burning. We’re seemingly already in the early stages of a recession, and tariffs will only make...
