January Recap and February Outlook As goes January, so goes the year. That old stock market canard has a double-edged meaning this year, as the stock market as measured by the S&P came in strongly…
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January Market Commentary: Is Rate Relief In Sight?
December Recap and January Outlook The drama around the timing of the Federal Reserve’s first cuts to the key short-term interest rate continued in last few weeks of the old year and into the first…
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Checking in on Inflation l Ep 197
Checking in on Inflation We dedicated this week’s episode of Grow Money Business to inflation. A few years ago inflation was incredibly low. Then all of a sudden (aka after $6 trillion in money printing)…
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August Market Commentary – The Sunny Side of the Street?
July Recap and August Outlook Data releases in July told a story of a stronger-than-expected economy, with headline CPI falling and the labor market remaining robust. The doom-and-gloom scenario of an all-but-inevitable recession seemed to…
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June Market Commentary – A Hot Labor Market Complicates the Fed’s Timeline
May Recap and June Outlook The debt ceiling negotiations dominated headlines throughout the month. By month end, the deal was hammered out and on its way through Congress to end up on the president’s desk…
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May Market Commentary – The End of a Fed Cycle?
April Recap and May Outlook The biggest news in the Fed’s statement after their meeting on May 3 was what it didn’t say. The Fed’s statement from March contained the language “the Committee anticipates that…
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No, the 60/40 Portfolio is Not Dead | Ep 149
Recently we’ve seen quite a few headlines that suggest that the concept of the 60/40 portfolio has run its course. However, a fair amount of pushback is caused by people adopting this concept for the…
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A Longer Look at Inflation & Monetary Policy With Kirk Chisholm | Ep 135
In recent months we’ve seen the highest inflation rates in the United States since the 1980s. As a result, many people seem to be concerned about the ripple effects of inflation and what the Federal…
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Inflation, the Fed, and Recession. It’s Not Linear.
The June CPI number came in at 9.1%. This is not only the second consecutive month that we’ve seen an increase – it was a whopper. Consensus expectations were for an 8.8% annualized increase in…
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A Top Economist’s Take on Personal Finance With Dr. Laurence Kotlikoff | Ep 117
Economics applies to every industry at the individual, national, and global level. In this week’s episode, we have a distinguished guest who is on a mission to make economics useful at all levels. Dr. Laurence…
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