Key Take-away and Doing My Best to State the Obvious: For the economy and D.C., a $1.9 trillion spending plan on infrastructure, climate change and housing risks over-heating both the economy and the political environment.
Is it big? Yes. Is it bold? Yes. And we can get it done. President Joe Biden on the American Jobs Plan Fact Check: these are all true. At the Carpenters Pittsburgh Training Center, President Biden formally announced
Key Takeaway: It is a logical political path, prepare for it now Where we’ve been After the passage of the $1.9 trillion stimulus bill, the Biden administration is moving on to the other items on their legislative
A Hint of Better Times Ahead What’s astonishing about this data is how strong job creation was during a February cold snap that forced people to stay inside and a devastating storm which plunged Texas into
Hint: it's rising interest rates Let’s get to the elephant in the room for most investors: volatility. To begin, let’s talk about where we’ve been. GME, TSLA, and (insert your favorite tech stock or SPAC) stock prices have
Key Takeaway: There is no returning to a pre-pandemic economic “normal,” but we're dealing with it We have seen the best our technology can produce when Moderna and Pfizer announced their vaccines at the end of
Why Elon Musk is Like a Greek God Let’s state this right at the start: the goal of the Biden administration, Congress and the Fed is to make the economy white hot. Not trend growth, not strong
#1 Jobs President Biden: “We’re going to be talking about the recovery package, but we saw the jobs report that only 6,000 private sector jobs have been created. And at that rate, it’s going to
#1 AOC, Redditt and GameStop. It’s hard not to smile when I see what’s going on with GameStop and Redditt as the once less-powerful retail investor took on bigger hedge funds and won. Turns out,
The #CapitolRiots of last week will transcend our time and will likely be referred to as the “Electoral Rebellion of 2021.” Think Whiskey Rebellion, where President Washington had to send troops into a state to
