“PLAYING CHESS INSTEAD OF CHECKERS” It’s been a while since our last newsletter, and I hope this note finds you enjoying your holiday....

HOW LONG CAN THIS RALLY LAST?! The financial media is in a frenzy over the recent market rally. With the S&P 500 now up over 25% over the...

WALL STREET GOT BURNED IN 2023 Just one year ago almost all the strategists at Wall Street firms were forecasting a recession and a...

MOODY’S LOWERS U.S. DEBT OUTLOOK From the New York Times: “The outlook on the credit rating of the United States was changed to...

DREADED RECESSION HAS FAILED TO APPEAR While the media and most of the market experts have hyperventilated about the recession that is...

INFLATION HAS PEAKED AND IS HEADING DOWN HARD Okay, that is a bold statement and if you pay attention to the media pundits, you may think...

DOES THE FED REALLY WANT TO KILL LABOR? If you listen to Fed Chair Jerome Powell or any of his colleagues at the FOMC, you would think...

JANUARY 8, 2023 R.I.P. 2022 Pat yourselves on the back! 2022 has been an especially frustrating year for investors (and advisors), but...

CROUCH CONNECTION | AUGUST 16th, 2022 Jim Cramer captured perfectly the message that we repeatedly preach to our clients during trying...

“RECESSION IS NOT OUR BASE CASE” New York Federal reserve President John Williams said last week on CNBC that he expects the U.S. economy...