The stalemate & shutdown continue, all but eliminating the government release of economic news. Recall that the U.S. Treasury posted a $345 billion budget deficit in August, the largest monthly deficit of 2025 and the 2nd-worst August on record but helped by tariff revenue. This is up from July’s $291 billion deficit and has only been surpassed by last year’s $380 billion deficit. Government spending surged to $689 billion for the month. Through the first 11 months of FY2025

“Two lawyers walk into a pub. They order a couple of drinks and take subs out of their brief cases. They begin to eat. Seeing this, the...

We’re sailing through autumn. Places like Seattle and Minneapolis are losing 3-5 minutes of sunlight a day. Donald Trump told Congress to...

President Trump has recommended that publicly held companies only report earnings every six months instead of every three. Don’t...

Often the economy and general business trends are separate from management and business acumen. Like Block Buster, which at the high...

Here in Telluride, CO , after learning of my capital markets background, yesterday someone bluntly asked me, “Can one person slow or stop...

We’re two days into the 4 th quarter of the 2025, two days into another government shutdown, and… companies are relishing their...

Come on… you don’t believe politics and mortgages are separate? Look at politicized government housing agencies: whoever is running HUD,...