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A Plow Horse with Shin Splints

Commentary: Week of December 05, 2022 Our position on the economy has been that the US is headed for a recession, but we’re not quite there yet. Nothing in all the recent data reports changes our minds. Look for a recession to start in the second half of 2023, with...

This Rally Shouldn’t Last

Commentary: Week of November 28, 2022 It’s that special time of the year, and we will all hear and read a great deal about Black Friday, Thanksgiving Weekend, and Cyber Monday during the next few days. Many pundits are going to make sweeping conclusions about the...