by Daniel White | Oct 12, 2026 | Economy
Monday, October 12, 2026 I don’t know who said it, but I love this quote: “There are decades when nothing happens, and then there are weeks when decades happen.” I love it because it focuses on how quickly meaningful moments unfold. For instance, on Oct.19, 1987, the...
by Daniel White | Oct 5, 2026 | Economy
Monday, October 5, 2026 Here’s some good news – federal tax revenues keep increasing. But there’s bad news too. Spending is increasing faster than the revenue. The U.S. collected a record $5.23 trillion in tax revenue in fiscal 2025, which was an increase of 6.4% from...
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 | Jan 19, 2026 | Economy
Monday, January 19, 2026 It took just 33 days for the S&P 500 to plunge 34% during the COVID crash in early 2020. It was the fastest breakdown of its kind in modern U.S. stock market history. The swiftness stunned even the most seasoned investors. Scott Minerd was...
by Daniel White | Dec 22, 2025 | Economy
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...
