I pride myself in generally being able to understand markets. After all, that is what I am paid to do. Sometimes, however, intellectual honesty demands that I say that I don’t have a clue what is ...

Everyone in the investment business is a slave to numbers. Even when they are not to our liking, most of us secretly relish in the certainty and finality of them. Whether it's the Fed Funds Rate, ...

The first-quarter GDP report can't be viewed through the normal lens of economic evaluation because of all the tariff-related distortions. Some of the numbers in the report are downright bizarre. Take ...