Strengthening Signs of Stagflation

Double Trouble: Payrolls and Processors (Nov 21 Episode)

Stress Rising in the Shadows (Nov. 14 episode)

Signs of Weakness in the Shutdown Fog

Losing Steam

The Bear Narrative: The Fast After the Feast

The Beige and the Bruised

Toil and Trouble

Weakness in the Labor Market: Confirmed!

Mixed Signals: Housing & Regional Fed Presidents

Highs that Haunt: Margin and Markets

Rising Inflation and Unemployment

Dousing the Spinnaker: Removing Risk from the Portfolio (September 5, 2025)

Powell Pivot: August 28, 2025

Dear Chair Powell - Are you Listening?

Signs of a Slowdown But Still Too Early to Sell

Negative News Dominates the Headlines

Housing Crunch

Higher Inflation, Lower Uncertainty

Jobs Numbers and Fed Minutes