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What Are the Best & Worst-Case Tariff Scenarios?

I explained much of this on the 2025 RWM client quarterly phone on April 5th. I share this because so…

EC Team

Links 6/29/2025 | naked capitalism

Elephants want snacks pic.twitter.com/ru3llt8nvz - Science Girl (@gunsnrosesgirl3) June 28, 2025 When…

Gold: The Challenger to Dollar Reserves?

There is not much data on individual central bank holdings of dollars…

Flying on Frying Oil

The constant Matt Levine Point out some interesting economic policies that link…

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Inflation in liberal states higher compared to conservative ones, WH says

Treasury Secretary Joe LaVogna discusses a report on why blue states have higher inflation rates on the Evening Edit. First appearance on Fox: Over the…

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Inflation in liberal states higher compared to conservative ones, WH says

Treasury Secretary Joe LaVogna discusses a report on why blue states have…

EC Team

From Models to Markets: A Conversation with Kenneth Blay

Kenneth Blay, Head of Investco's Research-Global Sound Leadership, brings a unique perspective…

EC Team

Analyzing the Russell Indexes Last Annual Reconstitution

On Friday, June 27th, the last annual Russell Reconfiguration will be displayed…

EC Team

Links 6/29/2025 | naked capitalism

Elephants want snacks pic.twitter.com/ru3llt8nvz - Science Girl (@gunsnrosesgirl3) June 28, 2025 When…

EC Team

Senate eyes key vote on Trump’s tax bill, while Musk calls it ‘utterly insane and destructive’

The Senate prepares for a critical procedural vote during a rare Saturday…

EC Team

Delegator, Validator, or DIYer? | White Coat Investor

Dr. Jim Dahl, founder of WCI One of the most important things…

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A view of Lennar’s (LEN) strategy against continued market weakness

Shares of Lennar Corporation (LEN) remained green on Friday. Stocks fell 15%…

EC Team