The White House says that the onset of tariffs provides economic clarity as companies understand the direction the U.S. is headed, allowing them to ramp up new investments and jump-start hiring in ...

The ever-complacent risk-on investment community may be interested to know that over the past six decades, the type of ...

Year-to-date consumer spending data, combined with rising debt delinquencies, suggest the post-pandemic model of economic ...

History suggests that doing the opposite of the masses is a financial superpower over time. Being risk-light and cash-heavy ...

Hoisington Management’s 2025 Second Quarter Review and Outlook is available here. At his June 18 press conference, Federal Reserve Chairman Jerome Powell referred to tariffs as inflationary.

Michael Green warns that passive investing has quietly turned markets into a self-reinforcing bubble (Ponzi-like in nature) and reveals why bonds now offer once-in-a-generation returns. Here is a ...

A world focused on selling us investment products and ideas spends little time defining sell or aversion rules. If someone tells you what they own or would buy, ask them when they would sell it. Most ...