Market Commentary
When Does Rising Government Debt Become a Problem?
Global debt was more than 100% of GDP in 2020. As long as the economy keeps growing, that is sustainable.
Read MoreDebt Ceiling Deadline, U.S. Life Expectancy Drops, Homebuilders Can’t Keep Up
Government must act on debt by July 31, Covid-19 shortens U.S. life spans, home building supply/demand imbalance
Read MoreWhy Every Investor Should Rebalance Their Portfolio Each Year
Portfolio rebalancing helps ensure your investments stay aligned with your goals
Read MoreInflation Rises Again, Record High Job Openings, Strong China Q2 GDP Growth
Examining the 4 categories of rising inflation, glut of open jobs may not last, China’s growth may not be sustainable
Read MoreDo High Valuations Signal a Bear Market Ahead?
Investors and pundits who claim that high P/E ratios inevitably lead to long bear markets are ignoring other key factors
Read MoreWhat Are the New Rules for Inherited IRAs?
The 2020 SECURE Act includes new rules about making withdrawals from an inherited
Read MoreU.S. Consumer Fuels Global Demand and Creates Global Risks
American consumers lead the way in this recovery, but create challenges throughout the global economy
Read MoreSupermarkets Stockpiling Food, Oil Prices and Cargo Costs Soar
Grocery stores hoard ahead of higher prices, retail and hospitality hiring boom, shipping costs have doubled in two months
Read MoreMitch Looks at Some Underappreciated Fundamental Economic Signs
While the media focuses on inflation and labor issues, some positive economic indicators don’t get headlines.
Read MoreConsumer Purchases Shift, Business Investment Soars, Banks Remain Strong
Consumers switch to travel, restaurant spending, business investment tops pre-Covid high, banks not stressed
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