As I mull over all of the latest this Sunday afternoon — Friday’s speech by Fed Chair Powell, China’s retaliation, Trump’s retaliation to China’s

In our year-end 2017 client letter I expressed my general bullishness, as the macro setup was about as good as I’d seen in my

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This morning China finally announced retaliatory tariffs in response to the latest from the U.S. (the 10% on $300 billion beginning 9/1 and 12/15);

In case you’re wondering what happened to this morning’s strong rally; at 6:45 am (pdt), exactly when stocks began selling off, Markit’s U.S. Manufacturing

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I’ve reintroduced Brexit into our macro narrative of late because it (the UK leaving the EU with no trade deal come 10/31, that is)

Economist Diane Swonk, in just over a minute, pretty well sums up our overall messaging herein of late. Which is, the consumer’s in decent

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Being committed to always maintaining a discerning, if not skeptical, eye when it comes to data, trends, our own analyses, etc., we are forever