Unemployment Claims and the CLF as a Recession Indicator: November 2025

Published on December 22, 2025

What does the ratio of unemployment claims to the civilian labor force tell us about where we are in the business cycle and recession risk?

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What Inflation Alarmists Missed In Their Warnings

December 22, 2025
Over the last couple of years, inflation alarmists such as Paul Tudor Jones, James Grant, and Jeff Gundlach have all said that inflation is returning with force. In different ways, they each stated that they would not own Treasury bonds due to the expectation that inflation would rise as the dollar declined due to the ongoing deficits.

Should RPAs Consider Regional Independent 401(k) Record Keepers?

December 22, 2025
Understanding the independent record keeper universe.