Year-to-date consumer spending data, combined with rising debt delinquencies, suggest the post-pandemic model of economic ...

History suggests that doing the opposite of the masses is a financial superpower over time. Being risk-light and cash-heavy ...

Further to the comment regarding defensive equity allocations, it is worth noting that they also typically decline significantly during bear markets and recessions. The chart below, courtesy of A., ...

Leland Miller, China Beige Book CEO, joins ‘Squawk Box’ to discuss the state of China’s economy, impact of U.S.-China trade negotiations, how much leverage the country has over the U.S., and more.

Hoisington Management’s 2025 Second Quarter Review and Outlook is available here. At his June 18 press conference, Federal Reserve Chairman Jerome Powell referred to tariffs as inflationary.

Michael Green warns that passive investing has quietly turned markets into a self-reinforcing bubble (Ponzi-like in nature) and reveals why bonds now offer once-in-a-generation returns. Here is a ...

We receive a pretty steady stream of inquiries each year from people who hear Danielle speak, read her writings, find their way to this blog and then wonder if we offer asset management services. The ...