The Bureau of Economic Analysis (BEA) reported Gross Domestic Product (GDP) in the United States increased by a whopping 4.3% during the third quarter of 2025. The median estimate in the Bloomberg survey was for a…
Thought Leadership Archive
The voice behind “Sam the Snowman” in the 1964 animated Christmas special “Rudolph the Red-Nosed Reindeer,” was an entertainer named Burl Ives. Those of you of a certain age undoubtedly know this and remember the man.…
Listen to the full episode, here. Key Points The initial fervor around the EV industry was described as artificial, driven more by government subsidies, political pressure, and hype rather than genuine, organic consumer demand. The removal…
When the question of “why not?” stops working. Last week, the Federal Reserve cut the target overnight lending rate by 25 basis points (0.25%) to an upper level of 3.75%. This wasn’t much of a surprise.…
For some time, the proverbial crystal ball has been decidedly hazy. Anyone who tells you otherwise is either lying or doesn’t have a crystal ball. However, this hasn’t stopped me from giving numerous recent presentations about…
Listen to the full episode, here. Key Points: Financial strain is widespread, driven by multiple factors: an outdated official definition of poverty, the real and lingering impact of inflation, rising costs of living, and cultural pressure…
It is hard to believe that we only have a few short weeks left in 2025. Back in March of 2020, when the COVID-19 pandemic was in full swing, not many investors would have believed the…
Everyone knows the expression “if it seems too good to be true, it probably is.” My experience has been that you can substitute the word “always” for probably. There seems to be no shortage of hidden…
Listen to the full episode, here. Key Points John and Sam assert that the fear of AI-driven job loss was not new, but a recurring theme throughout history during major technological shifts. They pointed out that…
Last Thursday, I spoke at a breakfast presentation on the economy during a conference for business leaders here in town. After more than 500 public speaking engagements in the past two+ decades, many here in the…