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Strategic Insights
2023 Outlook: An Unnecessary Recession
Jan 5, 2023
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Strategic Insights
Inflation: Causes, Cures, and Consequences
Nov 19, 2021
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Strategic Insights
Housing Hype 2: Index Insanity
In this edition of Market Insights we look at the incredible spike in housing prices across the US and address the questions of how this came...
Sep 17, 2021
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Market Insights
Full Interview with Yahoo Finance; 10.23.20
Michael discusses how he predicts that the current Fed policy is setting investors up for another housing bubble.
Oct 23, 2020
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Interviews
Full Interview with Bloomberg TV; 6.30.20
We discuss record home sales, the problems that manufacturing and energy sectors continue to face, and that markets are still...
Jun 30, 2020
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Interviews
Featured Posts
Strategic Insights
Uncertainty Rules: Fed Divisions, Market Volatility, and the Road Ahead
Strategic Insights
Markets React to Tariff Escalation: Why Staying Defensive Still Makes Sense
Strategic Insights
The Fed Just Cut Rates—Here’s How to Position Your Portfolio
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