Can Lower Rates Be Disinflationary?

If you ask most people whether increasing the supply of goods over time helps reduce inflation, the overwhelming answer is “yes.” After all, more supply means less scarcity, which should ease price pressures. Similarly, if you ask whether companies are...

Dueling Mandates in Play for FOMC

Atlanta Fed GDP Now Shows First Signs of GDP Sputtering in Several Years   The GDPNow model estimate for real GDP growth (seasonally adjusted annual rate) in the first quarter of 2025 came in at -2.8% on March 3, down from -1.5% on February 28. Following releases from...
Winning the Long-Term Money Game

Winning the Long-Term Money Game

If we gave you a million dollars to invest today, with the objective of delivering the highest compounded annual growth rate (CAGR) over a typical 30 year period, where would you invest that money? Here’s the catch, you only have 2 choices: Stocks Bonds Let’s consider...

The Market in Pictures, February 21

Our team looks at a lot of research throughout the day. Here are a handful that we think are contributing to investor activity, from earnings to tariffs to market breadth and comparisons of foreign markets to ours. Enjoy!   Beckham: It’s not just megcap tech...