Category: Newsletters

The current narrative is that there will not be a recession and that the Federal Reserve will be able to manage a “no recession” landing

The economy is strong. The economy is weak. Both statements are correct? How can that be?

The good news is that the stock market can keep moving higher and higher. The bad news is that a negative exogenous event cold force the stock market substantially lower. Buyer beware.

A low unemployment rate does not indicate that the economy will be strong in the future. In fact, it is the opposite.