What else I learned last week
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When you come to a fork in the road...
The finale. Not so grand.
Aug 4, 2023
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Brian Nick
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What else I learned last week
When you come to a fork in the road...
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July 2023
What's around the corner for the U.S. economy?
Inflation is coming down, but growth is still quite strong. Is that a problem?
Jul 29, 2023
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Brian Nick
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What's around the corner for the U.S. economy?
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Hopes are high. Are investors?
Plus: Can a construction boom carry the economy forward as consumers normalize?
Jul 21, 2023
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Brian Nick
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What else I learned last week
Hopes are high. Are investors?
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Inflation isn't sticky (and never was)
Plus: What the heck is Bidenomics?
Jul 14, 2023
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Brian Nick
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What else I learned last week
Inflation isn't sticky (and never was)
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If you can't stand the heat, stay out of the market
Plus: Diversified portfolios are almost "back" after the swoon in early 2022
Jul 7, 2023
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Brian Nick
2
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What else I learned last week
If you can't stand the heat, stay out of the market
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June 2023
"The show goes on" for U.S. consumers
Plus: Ways to adjust your bond portfolio that don't entail holdings lots of cash
Jun 30, 2023
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Brian Nick
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What else I learned last week
"The show goes on" for U.S. consumers
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For investors seeking value, the name's Bond
Plus: U.S. housing market data continues to greatly exceed expectations
Jun 23, 2023
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Brian Nick
2
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What else I learned last week
For investors seeking value, the name's Bond
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A Fed pause'll do till a mess gets here
Plus: When are falling rents and used car prices going to show up in inflation data?
Jun 16, 2023
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Brian Nick
5
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What else I learned last week
A Fed pause'll do till a mess gets here
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The Fed has questions. Investors need answers.
Plus: Private sector balance sheets still look really strong. Film at 11.
Jun 9, 2023
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Brian Nick
2
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What else I learned last week
The Fed has questions. Investors need answers.
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Unlearning the investing lessons of 2022
Plus: A deep dive into the just-released May U.S. jobs data
Jun 2, 2023
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Brian Nick
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Unlearning the investing lessons of 2022
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May 2023
Hell or higher interest rates
Plus: Stocks don't look likely to break out even as the U.S. avoids recession
May 26, 2023
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Brian Nick
4
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Hell or higher interest rates
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Wake me up when we get to 2019
Plus: Don't pay attention to what consumers say. Pay attention to what they do.
May 19, 2023
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Brian Nick
7
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Wake me up when we get to 2019
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