The 1985 classic Pee Wee’s Big Adventure is one of my favorite movies. In it, there’s a scene where Pee Wee and Simone sit ...

John invites a guest author to write this week when he is focused on SIC. David Bahnsen of The Bahnsen Group explores two ...

After running my stock screen for the week, I did something that I rarely do—I started checking out some ETFs.

I was talking recently with a CEO I know. He runs a company worth about $3 billion—thousands of employees, dozens of ...

Dividend stocks are a great defense when there’s fear in the air. Inflation fears are real with energy-driven price increases ...

Good news: Tariffs will not make the world end. American businesses will do what they do best, which is adapt. While the probability of a recession has increased, we always get through it and the best ...

Anyone else ready for the election to be over? This uncertainty is exhausting, no matter how you want it to end. But sadly, it won’t really end. We will just transition to a different uncertainty over ...

We like to say markets don’t lie. That may be so, but they can certainly send mixed signals. It happened last week when President Trump announced tariff rates on several important trade partners not ...

“A speculator is one who runs risks of which he is aware, and an investor is one who runs risks of which he is unaware.” – John Maynard Keynes “The biggest mistake investors make is to believe that ...

Today we continue reviewing Ray Dalio’s latest book, How Countries Go Broke. If, like me, you fear that you may soon live in such a country, Ray’s work reads like a guidebook to the future. But in ...

Last week we published a chart of the Atlanta Fed’s GDPNow model, which had just dropped sharply to a -2.4% real GDP growth forecast for the first quarter of 2025. This model can be volatile. Its ...