How Politics Relates to Economics

THE COINCIDENCES IN LIFE ARE AMAZING. I was a young economics student when the Soviet Union began to collapse, and it was fascinating. We had a visiting professor from Moscow teach a class on the economics of communism, which was one of the best classes I took in college. I was so fascinated that I accidently…

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Happy New Year!

We limped to the finish but 2024 was still a good year. What does that mean for 2025? There is lots of talk about the low odds of the market having three big years in a row, but that is all talk; no one who has actually looked at the data would come to that conclusion.

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Third Quarter 2024

Well that did not take long. Last quarter we talked about the haves and the have nots: The market narrowed dramatically and AI-driven technology was the only area that produced positive results. We knew this was not sustainable, but we had no idea it would change so dramatically so quickly.

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