As discussed in prior weeks, broad equity price action will remain choppy around the top until the election results are clear. The worst-case scenario would...
Broad equity price action is likely to remain choppy at the top until the election unless the national polling averages start to reflect what prediction...
Bullish on risk assets with strong economic data. Oil, rates, and dollar may drop. Trump's lead grows, boosting markets. Mid- and small-cap equities gaining momentum.
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,...