I discussed much of this in my Q2 2025 RWM client quarterly call on April 5. I am sharing this now because so many questions have...
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This market has been trying to digest a series of unexpected policy disappointments. Most corporate executives thought we...
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Calculation: BEA Table 3.1 Line 20 (Current Expenditures) divided by Table 1.1.5 Line 1 (GDP). Alternatively, Item #2 below divided by...
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You’ve got to be willing to question the system. That was what Napster was about. That powered all the change at the...
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Last week’s “Tune Out the Noise“ was my suggestion that investors should not get drawn into the firehose of...
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The single most asked question that I have heard since January 20th is: “How will this new administration affect my stock, bond...
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My weekend routine wraps up with checking in on the Futures markets (free via Bloomberg here) after 6 p.m. to see how...
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At The Money: Jeff Hirsch on Presidential Investing Cycles. (January 25, 2025) What does history inform us about how...
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Callie Cox is the Chief Market Strategist at RWM. She regularly posts at Optimistic Callie. (Subscribe, its great...
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This week, we speak with Michael Morris, cultural psychologist and Chavkin-Chang Professor of Leadership at the Columbia...
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