Tag: Jamie Hong

Today, we provide a high-level overview of some of the major themes, takeaways, and debates from our week with Wall Street money managers.

Dear Valued Clients and Friends, The third quarter of 2025 will come to an end next week.  I do not believe very many people would ...

We are delivering our view of what the Fed is doing and why, and the far more important takeaway of what investors should be doing, ...

Today, we discuss why those who wished harm on America in the 9/11 attacks were specifically focused on our financial system

A little economics. A little history. A little national pride. And some warnings to take seriously about the future.

This week, we examine the market ramifications of recent announcements made by the Trump administration that are relevant to all investors.

A crucial part of monetary policy remains very lightly covered - the use of the Fed's balance sheet as a tool of monetary policy.

I want to do a refreshed assessment of the state of inflation. It was quite a week, and the conversation is highly politicized.

What we are going to do in the Dividend Cafe today is not focus on where the economy is going, but actually re-ask the question, ...

Today, we will look at what will matter, so that at least when it is time to issue a real report card, we know how ...

Today, the Dividend Cafe seeks to unpack deeper truths about the state of U.S. manufacturing, with an eye towards what it means for the American ...

Today, we have a history lesson in the largest wealth-destructive event in history, and lessons for investors seeking to do the right thing.