Despite what the government tells us like historically low unemployment and low inflation, many people feel like they are living in a nation of would-be hustlers, juggling two, three, even four jobs just to make ends meet. There are lies, damn lies, and statistics. While official data often capture headlines and comfort policymakers, they do…
Anything is possible
US stocks just wrapped up the first half of 2025 at fresh all-time highs, a far cry from the gloom-and-doom sentiment just three months ago. If you are feeling whiplashed, you are not alone. After tiptoeing dangerously close to a bear market in early April, the S&P 500 has staged a stunning rebound. Back then,…
Survey Monday
I have never had an Instagram account. Even the Facebook profile I recently deleted was created a couple of years ago for a specific club registration. TikTok was never part of my world. While I maintain a minimum presence on LinkedIn, it is out of job-related compliance. I have not even bothered to verify my…
Nobody should work on a Sunday
It is early Sunday morning and I find myself thinking about the economy and the markets. I know I probably should not be but hey, some habits are harder to break than others. This poor soul remains hooked. Investing, at times, feels like discussing money with your spouse. It can be uncomfortable, occasionally messy, but…
Five things to watch in the second half
I came across this interesting piece by Mark Haefele of UBS. You do not have to agree with everything he says, but it is a worthwhile read for anyone trying to make sense of what might come next this year, crystal ball not required. Mark is certainly one of the smartest guys out there, even…