Friday’s selloff in equities came as a surprise, especially considering the week was largely a mixed bag on the economic data front. The intermediate moving...
CPI and PPI surprised higher, but markets rebounded to all-time highs, signaling risk-on sentiment. Strong data supports a 90s-style boom, with tech speculation leading. Equities...
A mixed bag out of jobs and unemployment data followed by shockingly high one-year inflation expectations ravaged markets on Friday. Trump’s tariff talk seems to...
In Q3 2024, equities were choppy, gold outperformed, and high-risk assets like bitcoin stayed flat. The portfolio underperformed but is expected to recover by year-end,...
Economic Principles Part 1. Twelve Key Elements of Economics
The source material for each principle in this summary is drawn directly from Common Sense Economics. Below, I outline twelve key principles from the book,...
