The Election, Interest Rates, Nuclear Energy
Donald Trump is heading back to the White House in 2025. While the outcome was more widely anticipated than in 2016, it still sent waves through financial markets. Stocks hit new all-time highs as interest rates and the dollar rose. The jump in...
With the Federal Reserve (Fed) cutting rates, what is the outlook for future mortgage rates?
Why are mortgage rates still stubbornly high despite the Fed easing rates? Understand the potential trajectory of future mortgage rates and explore key factors like housing demand, mortgage rate spreads, and market trends impacting rate movements.
Today’s AI Investment Boom in the Context of History
How short-term bubbles can lead to revolutionary innovation and in turn, long-term economic growth. We anticipate the AI investment boom to follow the same patterns we’ve seen throughout history. Last Thursday, Nvidia...
Has the Market Been as Choppy this Year as it Feels?
It has been feeling all year as if the market is on a teeter totter. One day euphoria, the next day fear. I analyzed daily S&P 500® Index returns to see if there had been more pairs of big up and down index...
Giving Back Post Covid Gains, CPI Expectations, and the Relationship Between Manufacturing and Interest Rates
Is the current market environment abnormal, or simply returning to normal? Valuations for a large portion of the U.S. equity markets are now at or below their pre-Covid levels. Retail traders have given back...
Series I Savings Bonds: An Obscure Opportunity for a High Inflation World
With inflation soaring to 8.5% in the most recent CPI report, some attention has been garnered to a relatively obscure government-backed investment known as iBonds or Series I Savings Bonds. These bonds...