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Welcome to Bizarro World!

Welcome to Bizarro World!

What Happened: Employment & Jobs Data Begins to Decline What’s It Mean: This week we saw two specific reports citing that jobs in America may finally be softening. This area has remained the final sticking point for longer-term inflation and the primary concern...

Inning 1 for Ai

Inning 1 for Ai

In the fall of 1998, I was a sophomore at the University of Kentucky, on track to graduate in three years. I had recently spent the summer in California, working the front desk at the Hyatt Embarcadero in San Francisco. The Internet, a new medium at the time, was...

CPI Down, De La Cruz Up!

CPI Down, De La Cruz Up!

Wednesday's Consumer Price Index (“CPI”) announcement revealed that year-over-year inflation has now fallen to 3%. Reflect for a moment on how far we've come from the time when year-over-year CPI was at 9%, a figure which led many to assert that hyperinflation was...

Congrats Daniel Czulno!

Congrats Daniel Czulno!

I have had the privilege of serving alongside Daniel since 2009 and there is no question Joule wouldn’t be where it is today without his talents and tireless work ethic. While internally we’ve always been well aware of his excellence, it is nice to see him gain...

Miles to Go…

Miles to Go…

I hope this email finds you enjoying a wonderful weekend! This past week, Congress passed a bill to suspend the debt ceiling, thus avoiding default through January 2025. On Friday, markets further rejoiced at a higher than anticipated unemployment rate, which...

Markets Love AI

Markets Love AI

By now, you've heard of ChatGPT or at the very least, you've heard of the latest investment craze hitting Wall Street: AI (Artificial Intelligence). Most people are dismissing it as just another bubble that will soon pop and take with it the hearts of speculators...

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