Inflation

I’m always asked what I expect to happen over the next decade. Well, the globalization we’ve all come to love…you know, the one where everyone got everything they [...]

Is it a bird? A plane? Nope, just interest rates rising again. At this point, most of us know the drill with the Federal Reserve raising and lowering interest rates to play puppet master with [...]

As long as I’m slaying sacred cows, let’s make sure I don’t miss anything: the border wall has been the biggest boon of the last 50 years to illegal migrants, COVID has made large-scale [...]

The latest jobs report–published August 5–showed that the United States added over half a million new jobs in the month of July. Unemployment is at or a near a 50-year low. Both [...]

Inflation in the United States has reached a four-decade high, according to data released by the U.S. Labor Department July 13th. Gasoline costs are leading the pack of consumer goods facing [...]

The nature of the economic system so many governments are attempting to grapple with right now is unprecedented in modern history. For much of the span of human history since industrialization, [...]

The Boomers are the largest generation the world has ever seen. And they’re getting ready to enter retirement en masse. This is going to have incredible impacts on global labor, capital and [...]

The Japanese yen is at its weakest point in two decades. A year ago, the dollar was worth 110 yen. Now it is worth 135. Japan’s central bank is increasingly hearing calls to hike up interest [...]

Americans are currently struggling with inflation and certain categories, like fuel prices, get an outsized amount of attention. It makes sense. There are few products people buy as frequently [...]

Nobody’s perfect.  And in this industry, I feel strongly that it’s as important to own up to your mistakes as to highlight your successful forecasts and analyses. In a previous [...]