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...
by Daniel White | Dec 9, 2025 | Economy
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...
by Daniel White | Nov 24, 2025 | Economy
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...
