Clarity in a market of noise.

Layoffs in the tech sector are piling up at the same time hiring stalled. Soon the Unemployment Rate will back up. The question is: how many job losses can the US Economy withstand. What follows is a first principals explainer of the Sahm Indicator....

Every market cycle develops its own narrative. The prevailing story of 2021-2024 held that inflation was entrenched, that the Fed had fallen behind the curve, and that the bond vigilantes were back, we were told....

Building a Portfolio for the 2026 Reality...