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Did You Miss the Gold Rush?
If you missed the market rotation mid last year to gold and precious metal miners, you may be asking if it’s too late to jump on? We started adding gold and silver miners in the first quarter of this... ...more
Weekly Brief
October 29, 2025•5 min read
Signals of a Stock Market Crash
Investors are enjoying a robust stock market rally with NASDAQ and possibly the S&P 500 completing three consecutive years of 20%+ annual gains. Meanwhile, Berkshire Hathaway has amassed a record-bre... ...more
Weekly Brief
October 22, 2025•7 min read
The Uneasy Rebound: Why Small Business Optimism Remains Fragile
Small business owners have endured a difficult four years. Before the global COVID-19 pandemic, many were benefiting from economic growth between 2017 and 2020. But when the pandemic struck, supply ch... ...more
Weekly Brief
October 14, 2025•5 min read
Housing Boom or Bust?
My selection of reports to write about is getting narrowed as multiple reporting US Federal agencies have stopped releasing economic data due to the Federal government shutdown. However, just before ... ...more
Weekly Brief
October 08, 2025•4 min read
Consumers Depressed But Still Spending
Unlike most other countries, the US GDP of economic activity is predominantly driven by consumer spending. Consumer sentiment levels should provide a forecast of rising or falling future spending if ... ...more
Weekly Brief
October 01, 2025•5 min read
Imports and Exports Costs Declining
Last week we reviewed the changes in prices from manufacturers and producers. Based on the reports from the US Bureau of Labor Statistics, the annual increase of the Producer Price Index (PPI) declin... ...more
Weekly Brief
September 24, 2025•6 min read
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