New Bull Market? (caveats inside)
A new deal finally put the debt ceiling issue to rest (for now, anyway), and stocks are rallying. Are we on the brink of a new bull market?
Debt Ceiling Explainer
What is the debt ceiling and why is it in the headlines (again)?
Floating Above the Turmoil
Imagine there are 100 miles between you and a goal. A place you want to get to. But the land in between is chock full of canyons, crevasses, and crumbling cliffs. You have two choices of how you could get there. You could find a way on foot, sliding into ravines and trudging up switchbacks. Up every cliff and down. Mile after mile. Or... You could float above it in a hot air balloon. Letting the wind carry you across.
Debt, Banks, & Inflation
Markets tumbled, heading into negative territory, and then bounced back. And then promptly fell again. We're caught in a whipsaw pattern of uncertainty. Is this weird?
Appreciating What's Good
Experiment: If you click over to your news of choice, what's the balance between good news and bad?
Markets & Fed Moves
Let’s talk about what’s going on in markets and the economy after the recent bank failures. Quick recap: Over the last few weeks, several banks have collapsed under the pressure of bad management, high interest rates, portfolio losses, and a run of depositor withdrawals.
