It’s tempting to think that US stocks are struggling with earnings, but that’s not quite right. The real issue here is expectations. Markets are brimming with optimism—banking on 3% real

Ten years ago, I joined GFG as an investment fiduciary, embarking on a journey that would shape not only my career but also my perspective on life and investing. As

When Raising Rates Doesn’t Do What It’s Supposed to Do. We need to talk about interest rates again, which—let’s be honest—isn’t exactly a thrilling topic for most people. But stick

Higher Rates, Bigger Deficits, and Two Very Different Presidents: What Could Possibly Go Wrong? So here we are, staring down the barrel of yet another U.S. presidential election, and the

The financial world is buzzing with anticipation as global liquidity surges to record levels, and the Fed hints at a potential shift in policy. As markets react to every word

Since the spring of 2022, believe it or not, volatility (as measured by the VIX) has been in decline. Seriously, for about two and a half years, we experienced a