When I was nine, my father was elected to the Irish parliament and joined the new government....
11:34
When I was nine, my father was elected to the Irish parliament and joined the new government....
11:34
This week, investors will be focused on the Fed’s second Federal Open Market Committee (FOMC)...
12:32
From Business Cycle to Stretched-Out Expansion
Financial reporters and market strategists often argue about whether we are “early-cycle”,...
10:47
On Friday, December 29th, 1989, the Nikkei 225 stock index hit an all-time high of 38,957. It...
12:54
The Investment Implications of the Migration Surge
In last week’s article and podcast, I looked at the potential path for the U.S. economy over the...
09:13
The Pressures of a Full Employment Economy
I spent most of last week fighting with a model. Before anyone starts googling “Nerdy...
12:37
Will Job Market Strength Delay the Inflation Slide?
I think of myself as a pretty punctual person. I get impatient when others are late and I don’t...
10:41
Too Much Growth for Early Easing
This Friday, the groundhog will emerge unwillingly from his lair, examine the available evidence,...
09:17
Last Friday, as much of America was settling in for the coldest weekend of the year, the...
06:30
Will Rising Federal Debt Force Rates Higher?
Every January, firms throughout the financial industry, including our own, hold annual training...
08:42
The Inflation Slide Looks Set to Continue
Among the many comments on inflation in the minutes of the last FOMC meeting was the following,...
09:34
Balance Sheets and Resolutions
As one year ends and another starts, I often think about a personal balance sheet for the year...
08:24
As winter weather envelops the homes of New England, our thoughts naturally turn to warmer days...
10:59
Winter Driving: Can the Economy Keep Growing into 2025?
One of the least pleasant aspects of winter is driving on icy roads as the snow piles up in front...
09:37
The Remarkable Resilience of Corporate Margins
Last Wednesday, the University of Michigan released its final reading on consumer sentiment for...
10:10
Falling Tensions in a Cooling Economy
If you do a quick google search on the phrase “tensions rising”, you get 230,000 hits. If you...
07:49
One almost unnoticed innovation in our modern world is the tracking app. Whether you’re booking a...
11:22
Slowdown Delayed; Cooldown Ahead of Schedule
On August 16th, 1858, the first telegraph message was transmitted across the Atlantic on a cable...
09:58
“We just came for one thing, too”. Sari and I were meandering toward the checkout in a crowded...
08:52
Investing in World of Increasing Complexity
Investors in the week ahead will likely be most focused on the aftermath of the terrible attacks...
07:58