I am widely known as the “Muddle Through” guy. The giant US economy is part of an even larger global economy that doesn’t ...

Personal robots intrigue me most in the robotics space. The jury is out as to when personal robotics—Rosie the Robot ...

Speaking of uncertainty, last week KPMG Chief Economist Diane Swonk posted an X thread on what she called “the mother of all ...

America’s AI Action Plan rests on three strategic pillars: Accelerating AI Innovation—Cut red tape, favor open-source and ...

Americans have too much stuff. In both good and bad economic times, people use self-storage as a solution for having more stuff than space. CubeSmart (CUBE) and Public Storage (PSA) are in fact REITs ...

If those don’t improve, and we add tariff-driven goods price increases on top of them, then inflation starts looking like a bigger worry. But we don’t know how long that will take, if it happens.

July 16, 2025 Signs that Scream “Time to Sell” For dividend investors, it’s a little more complicated than buy low and sell high. Read more ...

July 15, 2025 Dissecting the TACO Normally, any one person’s decisions have little economic effect… but we’re not in normal times. Read more ...

We like to say markets don’t lie. That may be so, but they can certainly send mixed signals. It happened last week when President Trump announced tariff rates on several important trade partners not ...

AI automation is coming for white-collar jobs. And it is coming fast.

Happy Fourth of July! I hope you’re enjoying a long holiday weekend. That’s what I am doing, so this letter will be a little different. But first, this is a very special Fourth of July. It is the ...