Regime Change
We’re heading into a pretty interesting time for monetary policy. Jerome Powell’s term as Fed Chair is set to end on May 15, and Kevin Warsh, the incoming nominee, just went through his Senate confirmation hearing this week. He described the transition with an...
Pessimism Plunges
Sentiment is one of the more interesting aspects of the market that we measure. It’s interesting because it tends to work in a contrarian manner, meaning high levels of optimism tend to be bad for future stock returns, and vice versa. Now, there are various...
Financial Focus – April 29th, 2026
Health insurance can get complicated quickly when you leave your employer, especially if retirement comes before age 65. This week’s Financial Focus walks through your key options, from COBRA and marketplace plans to Medicare, so you can make a confident and cost-effective decision.
Raising The Bar
We are amid earnings season with companies sharing quarterly figures and updating projections. David Nelson joins us to show that the numbers are more optimistic than expected given everything going on in the world.