van and surfboards on beach

The Return of Gasoline Demand

When the U.S shut down in March and April, one of the first economic victims was gasoline demand.

stocks and stats

Second Quarter GDP

Like pretty much everyone expected, real GDP plunged in the second quarter at the fastest pace since the Great Depression.

Glass buildings

“There is no such thing as a free lunch.”

How can Americans go out and buy more when they’re making less? The answer: borrowing from the future through government deficits.

Financial Avisors hands on a conference table

4 Lessons from the Last Six Months

When 2020 started, two of my biggest event-driven, macro concerns were rising geopolitical tensions with Iran and the potential for a messy run-up to the presidential election.