When the Fed withholds information, markets don’t stop searching — they simply reward those with privileged access. Read More
Questions, questions, questions. Investors always have lots of questions, most of them about the future, which makes them very hard... Read More
There’s no doubt artificial intelligence (AI) makes it easier to hack systems. There was a recent story about a guy in Australia who... Read More
Established by President Trump on the first day of his second term to “dismantle Government Bureaucracy, slash excess... Read More
In theory, governments are supposed to balance out deficits in bad times with surpluses in good times. In reality, the federal government has... Read More
If you want to clear a room at a cocktail party don’t talk about monetary policy, talk the national debt. That’s because everyone... Read More
This year, 401(k) plan contributions max out at $24,500 for workers under 50 and $32,500 for those 50 and over. If you contribute the max to... Read More
The rate of men aged 16 to 24 participating in the labor market dropped to 56.1% – a drop of nearly 13 percentage points from 69% in 2000... Read More
It's fine to oppose property taxes, but without binding rules, the state will go on helping itself to taxpayer money. Read More
Earlier this month, the U.S. Senate took its summer vacation before finishing work on the Clarity Act, cutting the chances that the major... Read More
Two years ago, a giant robot arm at a Stellantis assembly plant in Detroit kept freezing in place. The arm was programmed to pick panels off... Read More
I grew up on a farm in Iowa, surrounded by cooperatives long before I understood what they were. We bought seed and fertilizer from... Read More
The combination of a midterm election and high gas prices could be difficult for Republicans to overcome — but there’s good reason to... Read More
Politicians cite GDP and inflation data, but voters judge the economy by grocery prices, gas prices, mortgage rates and what's left in their... Read More
The bull market is spreading. Read More
A reminder that is is everyman for himself Read More
Earnings growth is off the charts. Read More
How to put AI to work. Read More
Even 401(k) millionaires fly coach Read More
Intervention doesn't work without fundamental reforms. Read More
3D assets marketplace CGTrader is being flooded by AI slop, but nobody is buying it, suggesting AI isn't "repricing the market." Read More
Long TIPS yields once again yield 3.0% and, as in 2008, these rates may not last long. That means: You snooze, you lose. The time to buy TIPS... Read More
Cleanview data shows that Texas alone accounts for roughly 100 GW of planned data center capacity, more than the next two states, Virginia... Read More
The tailwinds behind the US economy are not just AI spending, the industrial renaissance and the One Big Beautiful Bill. Read More
UK GDP growth slowed a smidge to 1.7% annualized in Q2, but we see a lot for investors to like.[i] Atop the “plus” column: It... Read More
Using Asian Development Bank multiregional input-output tables for 2007–24, this Policy Brief traces Chinese value added throughout the US... Read More
We've gotten two better than expected inflation reports but they don't look like part of a trend. Read More

Even 401(k) millionaires fly coach... Read More
Questions, questions, questions. Investors always have lots of questions, most of them about the future, which makes them very hard impossible to answer. That... Read More