The Fearless Forecast For 2026

https://youtu.be/ByHuqt4gD1A • The big headline this morning is that Kevin Warsh is potentially going to be the new Federal Reserve Chairman.• The market had very little reaction to the news, […]

Is Japan Sending Economic Signals?

https://youtu.be/4pUUpXd8E28 • This week’s economic data was light, but what we did see continues to show an economy that is growing and proving more resilient than many expected. GDP was […]

Good Things Ahead?

https://youtu.be/Rx087jGxvi0 • So far in the first trading days of the year, markets have gotten off to a strong start — U.S. stocks are up, international stocks are up, large […]

Will There Be A Santa Rally?

https://youtu.be/UcsIbNH3Ku0 • CPI came in exactly where the market expected it to be this week, and whenever that happens, the market is happy. • Year-over-year inflation is the lowest it’s […]

Am I Confident Or Not?

https://youtu.be/VWoa-l0WI2k • Jobless claims, the Consumer Price Index (CPI), and consumer confidence came in this week, which surprised everybody. • Consumers were supposed to not be confident at all, and […]