Fearless Forecast 2026: Unmasking the Unforeseeable
In the short term, the forecasts we find most credible call for a continuation of the present into the future. If things...
“That Giant Sucking Sound” America’s Population Downshifts
As has been stated before, some see demography as destiny. This is due to population growth being, along with productivity...
Getting Ready to Blow: Market Valuations Are Crazy
Billy Wilder was a writer, director and producer of a number of motion pictures, 7 of which won Academy Awards. In one of...
Four Competitors, One Winner: The Arms Race to Dominate AI
Currently, four tech firms have announced that over the next three years they intend to spend a collective $710 billion to...
Deporting Workers and Retirement Contributors:The Unstated Consequences of Cutting Off Immigration
Illegal immigration is very much in the news. The deportation of immigrants is a central focus of the Trump administration,...
To Find Value, Think Small The Gap between Large and Small Stocks
Much of the financial press focuses on the largest companies. Indeed, the top ten stocks make up 37 percent of the value of...
Stablecoins as the New Scrip: Winners and Losers
Last Wednesday Congress passed legislation permitting organizations such as Walmart and Amazon to issue their own...
What, Me Worry? The Alfred E. Newman Stock Market
In the past month interest rates have been going up—a lot. Most of the action has occurred at the long end of the yield...
Tariffs in Retreat: Dealing with the Fallout fromAn Effort to Orchestrate the World
As we come to the end of the first 100 days of the Trump administration and look for clues for the remaining 1,360 days of...
The Rise of Instability: Trying to Make Sense of Government’s Actions
Ever since the new administration was sworn in on January 20, there seems to be a rising tide of actions designed to...
Fasten Your Seat Belt: 2025 Will Be a Turbulent Year
There are various yardsticks used to estimate the direction of the stock market for a given year based on the performance...
The Connection Between Tariffs and Immigration
As this paper is being written prior to the installation of the new administration, it was decided to focus on two aspects...
2025 Fearless Forecast: Rock and Roll Time
We are at this writing at record levels for most of the stock indexes. The line of greatest credibility for the forecasting...
Winter is Coming to the Stock Market Are You Prepared?
At this writing Donald Trump has won the election and control of the Senate is now in republican hands. The House is still...
From a Financial Point of View: Does it Really Matter Who Gets Elected President?
As we enter the final stretch for the presidential elections in November, all manner of datais being thrown around trying...
A Recession is Coming: Is Your Portfolio Ready?
Last week the stock of Dollar General declined over 25 percent in one day. The reason was reported to be earnings that were...
