This morning’s release of the Bureau of Economic Analysis’s Personal Income and Outlays Report confirms what we’ve been seeing consistently in our weekly macro

As I type ahead of this morning’s open Dow futures point to a nice rebound after Tuesday’s bludgeoning.  In yesterday’s podcast I suggested that while

Once playing, click the icon in the lower right corner for full screen. Focus should occur after a few seconds; if not, click the

A quick note on financials to add to this week’s commentary: The financial sector — our largest target weighting — is leading the way

Over the weekend we offered up our tracking of 4 key data points that suggest that the housing market is a-ok for the time

Seems like folks are thinking a lot about housing these days, as I’ve been fielding more than the usual inquiries on the subject of late.

While I am certain that I have personally viewed this video rendition of Leonard Read’s 1958 classic essay I, Pencil  dozens of times over

Here’s the close to my note to staff this morning regarding yesterday’s announcement that the Commerce Dept will explore, on national security grounds, the

We’ll just keep this thread going as the headlines on trade roll in: Last Thursday we got this headline: Trump Says He Doubts China