Thought Leadership Archive
The year 2023 was a year when things ultimately worked out for domestic investors, somehow. From high-profile bank failures to war in the Middle East to domestic labor strife to higher interest rates to discord in…
LABOR MARKETS The much-feared recession that was supposed to happen in 2023 never came to fruition. Despite a lot of economic data suggesting slower growth, the surprising strength in the labor markets provided enough of a…
It wasn’t that long ago, or so it seems, that bonds and fixed income were referred to, by many financial gurus, as an “afterthought” of an asset class. It’s just a mind-numbing, mathematical-based contraption used to…
As many of you might know, this week, the SEC approved exchange traded funds (ETFs) which invest in or otherwise track the performance of cryptocurrencies/Bitcoin. This was not a surprise even if the timing of the…
This morning, the Bureau of Labor Statistics (BLS) released “The Employment Situation – December 2023.” The headline number was pretty decent. Apparently, the economy created 216,000 net, new payroll jobs last month. Let’s just say, it…
2023 is in the rearview mirror. It seems time tends to speed up the older you get. This is one of life’s little tricks, as is giving you children when you are young, naïve and unable…
Unless you really don’t follow the markets, you know the Federal Open Market Committee (FOMC) met this past week and didn’t actually do anything. By that, I mean it did not raise or lower the target…
This morning, the Bureau of Labor Statistics (BLS) released “The Employment Situation – November 2023.” To say analysts had been impatiently awaiting the report would be an understatement. First, the jobs report is always the most…
Each December, my crystal ball shows shadows of what is to come in the new year. Ordinarily, it simply displays an inverted image of my countenance. Unfortunately, the message is this: It won’t be as easy…
2023 has been one of the weirder years in my career, if not my life. While some of the data has been good, namely anything to do with the labor markets, the majority would have suggested…