Research

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

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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)

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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

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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?

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#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

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#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

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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

Leave a comment Top 5 Economic Risks for 2021 Leave a comment

Top 5 Economic Risks for 2021

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Vaccine Hesitancy Virus Mutation Cyber War Protracted Congressional Fighting Credit Crunch The combination of 1 & 2 will be tragic. But if accompanied by 3,4 or 5, then the optimism for the economy and the

Leave a comment 1st 100 Days: Biden’s Top 5 Economic Plans Leave a comment

1st 100 Days: Biden’s Top 5 Economic Plans

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With the world and US trying to cope with COVID-19, you probably haven’t thought much about what’s going to happen in the first 100 days of the Biden administration. The good news is we have

Leave a comment Personnel as Policy: Biden’s Carbon Tax Leave a comment

Personnel as Policy: Biden’s Carbon Tax

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Over the last few weeks, president-elect Joe Biden has been making announcements on his key economic team. Let’s run down the list: Special Envoy for Climate: John Kerry US Treasury: Janet Yellen US Treasury deputy: Wally Adeyemo CEA chair: