November 29, 2022 November 29, 2022The Only Fed Pivot That MattersWhile Federal Reserve rate hikes are being blamed for market volatility this year, there is another Federal Reserve campaign that investors should be watching.
May 24, 2023 May 24, 2023LIQUIDITY DRAIN:THE RECORD DECLINE IN M2Eric and Garrett discuss the record breaking decline in cash reserves in the U.S., and the implications for the economy
June 7, 2023 June 7, 2023RECESSION WARNING FROM THE LEIEric and Garrett discuss the implications of the April reading of the LEI
June 22, 2023 June 22, 2023THE FED PAUSEEric and Garrett examine the historical significance of a pause in interest rate hikes.