
Before the war with Iran, both investors and consumers were already facing significant uncertainty about the outlook for their finances and the broader U.S. economy. Investors were focused on several ... ...more
Weekly Brief
April 01, 2026•7 min read

The market’s recent loss of momentum reflects institutional investors turning cautious amid geopolitical tensions and overextended assets, prompting a shift to cash while waiting for clearer signals o... ...more
Weekly Brief
March 25, 2026•7 min read

On June 12–13 of last year, Israel carried out large-scale airstrikes against Iran, targeting nuclear facilities, military bases, and senior commanders and scientists. Dozens of sites were neutralized... ...more
Weekly Brief
March 18, 2026•4 min read

Today I was evaluating economic data on the major countries around the world. My first observation is that the United States, while ranking third in population (343.1 million), generates nearly twice... ...more
Weekly Brief
March 04, 2026•4 min read

As a lifelong investor and portfolio manager for the past 28 years, I can confidently say the stock market has bipolar disorder. In reality, it is the large cast of participants that include media com... ...more
Weekly Brief
February 18, 2026•7 min read

Over the past three days, we’ve received reports on the state of consumer sentiment and small business confidence. The results show that both groups are slowly becoming more optimistic about the futur... ...more
Weekly Brief
February 11, 2026•7 min read
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