June 2026: The Four Most Dangerous Words in Investing (Listen to this article)

April 2026: A New Investment Season (Listen to this article)

March 2026: Secular vs Cyclical Trends  (Listen to this article)

February 2026: Real Matter Really Matters (Listen to this article)

2026 Outlook: A Wartime Footing (Listen to this article)

Archived Outlooks:

December 2025: Lessons From the Capital Cycle

November 2025: The U.S. Electrical Grid Supercycle

October 2025: What's Up With Gold?

September 2025: A Defensive Income Strategy For Inflationary Times

August 2025: The Arctic: Hot Times in Cold Places

July 2025: Rare Earths

June 2025: A Sloppy Summer Ahead?

May 2025: One More Lesson From the Oracle

April 2025: Channeling His Inner Paul Volcker

March 2025: Tariffs 101: A Primer

January 2025: Trends

2025 Outlook: Buckle Up

November 2024: Fiscal Dominance, Another Fine Mess

October 2024: Without Positive Returns, Financial Plans Collapse

2023 Outlook: (Dis)Inflation Head Fake

2022 Outlook: A Generational Macro-Economic Moment: Staglation is Coming