Below you'll find a list of all posts that have been categorized as “Insights”
“Ain’t nobody dope as me, I’m just so fresh, so clean” –So Fresh, So Clean, OutKast, 2000 Gator belts and patty melts. The U.S. stock market remains on one helluva ride in 2025. After starting the year on a December through February consolidation grind, worries about tariffs that eventually were manifested sent the S&P 500 on a -21% tumble through …
Nothing says monetary tension like a photo op in hard hats. When President Trump and Fed Chair Jerome Powell toured the under-renovation Marriner S. Eccles Federal Reserve building in Washington D.C., the visit was more than just a symbolic walkthrough. It marked the latest chapter in Trump’s long-running campaign to pressure the central bank into cutting interest rates. Trump and …
Coldplayed, verb Emotionally disappointed from being caught up in high hopes, only to be let down Being unintentionally exposed while cheating in public Trouble. It’s been a tough week for people having affairs at concerts. A few key themes have risen to the surface in the process. One, there may actually be such a thing as bad publicity after all. Another, key …
The second half of 2025 is underway. And now that we’ve enjoyed our final Fourth of July festivities before the big Bisesquicentennial celebrations next year (250 years is hard to believe – I can still remember standing on the side of the road in back in 1976 watching the Bicentennial Wagon Train Pilgrimage roll by as it wrapped up its …
The explosive rise of artificial intelligence has made semiconductors the new oil, but electricity may become the new constraint. As demand for data centers surges, driven by large language models and the companies that are building them, America’s power grid is being pushed to its limits. The U.S. is beginning to face a growing energy crisis, compounded by geopolitical tensions …
It all seems very bizarre. I was born in 1973, so three ubiquitous kid fears were subconsciously ingrained into my adolescent and adult subconscious. One is an irrational feeling of alarm at the sight of nuclear power plant cooling towers (Three Mile Island accident in 1979). Another is the omnipresent threat that the world will be spontaneously obliterated by global …
“That’s some bad hat, Harry” – Chief Martin Brody, Jaws, 1975 It is the golden anniversary for the summer blockbuster. The movie that began the wave of packing theaters during the summer was Jaws, which is still the seventh highest grossing movie of all time on an inflation adjusted basis. The genius of the film that captivated audiences during the …
“The water understands Civilization well; It wets my foot, but prettily, It chills my life, but wittily, It is not disconcerted It is not broken-hearted: Well used, it decketh joy, Adorneth, doubleth joy:” – Water | Ralph Waldo Emerson (1867) It’s been an outcome that has been vexing many market analysts and investment pundits for much of the spring. The …
Although summer does not officially begin until June 20, my mental view of seasons is grouped by the months. Summer: June, July, August; Fall: September, October, November; Winter: December, January, February; Spring: March, April, May. So with summer already getting underway in this writer’s mind, it’s a good time to look ahead to the key themes to watch across the …
“The lights begin to twinkle from the rocks: The long day wanes: the slow moon climbs: the deep Moans round with many voices. Come, my friends, ‘Tis not too late to seek a newer world” –Ulysses, Alfred, Lord Tennyson, 1842 For more than a decade, the U.S. stock market has resoundingly dominated its global developed international and emerging/frontier counterparts. But …
