Dec 2023 — Dec 2023
Dec 18, 2023 • 17 minutes
I love Mondays. I literally love them. Some day, I’ll write a book on how much I love Mondays. But in the meantime, let’s do the Monday version of DC Today!
Dec 15, 2023 • 14 minutes
Beyond the economic reality of housing, from the silly (it is an “investment”) to the practical (it costs money to live somewhere), there is a deeply personal reality to housing, including for yours truly.
Dec 14, 2023 • 7 minutes
There is still more time to go before I think you can officially fly the soft landing flags, but we are getting close after yesterday’s Fed meeting and statements.
Dec 13, 2023 • 10 minutes
This may have been the least anticipated Fed Day in nearly two years, with the futures market serving up a 100% chance of no rate change ever since the last Fed meeting.
Dec 12, 2023 • 9 minutes
A positive dynamic we have spoken about for years but particularly post the Russia/Ukraine conflict continues to play out in energy markets.
Dec 11, 2023 • 14 minutes
Greetings from 29 degree Grand Rapids, Michigan, where I have had a day of meetings and recordings and give two different speeches in two different Michigan cities tomorrow.
Dec 8, 2023 • 27 minutes
I simply had three “mini” topics I wanted to address instead of one “mega” topic.
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