by Daniel White | Jul 20, 2026 | Economy
Monday, July 20 There’s been a big change in the world’s reserve asset. In a report earlier this month, the European Central Bank said gold has replaced U.S. Treasurys as the top reserve asset for global central banks. At the end of 2025, gold made up about 27%...
by Daniel White | Jul 13, 2026 | Economy
Monday, July 13 Real yields have turned negative, which is changing the income investing game. Inflation has surged past short-term yields. And yet, households kept pouring cash into money market funds in the first quarter. The latest Federal Reserve data shows...
by Daniel White | Mar 23, 2026 | Economy
Monday, March 23, 2026 The primary goal of investing is to avoid catastrophic losses. And yet, markets attract the most participants at the peak of a bull run. Obviously, no trading strategy calls the exact top of a bull market. Peaks will pass and only hindsight will...
by Daniel White | Jan 26, 2026 | Economy
Monday, January 26, 2026 Markets are supposed to keep you on your toes and not follow consistent cycles. But the truth is markets do work in cycles, and there is a powerful one in place right now. It tells us 2026 could be a rocky year, but that the bull market may...
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...
