by Daniel White | Aug 31, 2026 | Economy
Monday, August 31 Naturally as a host nation, the U.S. had a lot of support at the World Cup. As a global economic powerhouse, investors also strongly support American equities. But it’s risky if your retirement portfolio is only screaming, “U-S-A! U-S-A!” And it...
by Daniel White | Jun 15, 2026 | Economy
June 15, 2026 The stock market seems incredibly strong right now – huge earnings results, all-time highs, and so on. If you only look at the surface level, everything seems fine. But the market is deeply split, highly concentrated, and driven by speculative trading....
by Daniel White | May 11, 2026 | Economy
Monday, May 11, 2026 Recent stock market moves don’t make a lot of sense from a macro standpoint. Stocks are hitting all-time highs despite oil prices soaring. The U.S. consumer sentiment index from the University of Michigan, with data going back to 1952, has never...
by Daniel White | Apr 27, 2026 | Economy
Monday, April 27, 2026 The projected Federal Reserve script has been flipped, and the stock market doesn’t seem ready. A series of things drove markets higher. They include the AI evolution, record share repurchases, and an ongoing Federal Reserve rate easing cycle....
by Daniel White | Apr 6, 2026 | Economy
Monday, April 6, 2026 The U.S.-Iran war has officially produced the worst energy shock in history. And as of this writing, it’s not getting any better. The International Energy Agency confirmed 2026’s closure of the Strait of Hormuz has produced a larger supply...
