Research

Leave a comment Infrastructure Plan: passing and impact Leave a comment

Infrastructure Plan: passing and impact

on
Posted on

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.

Leave a comment Biden’s Gigantic, Enormous and Quite Large Infrastructure Plan Leave a comment

Biden’s Gigantic, Enormous and Quite Large Infrastructure Plan

on
Posted on

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

Leave a comment Filibuster or Bust Leave a comment

Filibuster or Bust

on
Posted on

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

Leave a comment What the Job Numbers Mean for Economy, Bonds, BTC and Stocks Leave a comment
Leave a comment Stocks Have a Problem Leave a comment

Stocks Have a Problem

on
Posted on

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

Leave a comment Pandemic into Endemic: COVID is here to stay (and that’s okay) Leave a comment

Pandemic into Endemic: COVID is here to stay (and that’s okay)

on
Posted on

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

Leave a comment The Future White Hot Coals Economy Leave a comment

The Future White Hot Coals Economy

on
Posted on

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

Leave a comment Jobs, Stimulus and Impeachment: what could go wrong? Leave a comment

Jobs, Stimulus and Impeachment: what could go wrong?

on
Posted on

#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

Leave a comment Top 5 Driving the Economy and Markets Right Now Leave a comment

Top 5 Driving the Economy and Markets Right Now

on
Posted on

#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,

Leave a comment The Electoral Rebellion of 2021 Leave a comment

The Electoral Rebellion of 2021

on
Posted on

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