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5 Things I am Watching Today: August 12th, 2025
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1. U.S. Consumer Inflation Comes in Line — But the Story Isn’t Over U.S. consumer inflation came in line with expectations on a month-over-month basis, while the year-over-year rate came…
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5 Things I am Watching Today: August 7th, 2025
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1. Bank of England Cuts Rates – But There’s A Bigger Story Here Bank of England cut its benchmark rate by 25 basis points, as expected. What’s interesting is the…
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5 Things I am Watching Today: August 5th, 2025
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1. Economic Data: Job Revisions, Housing Softness & What’s Next There’s a lot happening in the U.S. economy, but just as much noise. Last week’s jobs numbers weren’t great, but…
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Steady Beats Flashy: The Power of Consistent Portfolio Returns
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The Illusion of High Average Returns When I first started investing, like many others, I wanted to hit home runs. I’d aim for portfolio gains far above and, in some…
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5 Things I am Watching Today: July 31, 2025
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1. Copper’s Wild Ride – Key Levels Breaking Wow, this move in copper is huge. This comes right after Trump said tariffs will only apply to certain products. Up until…
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5 Things I am Watching Today: July 30th, 2025
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1. BANK OF CANADA – NO CUT EXPECTED There’s virtually zero chance the BoC cuts rates today. This comes at a time when the Canadian economy is clearly struggling. Why…

