Money Velocity Picks Up: Why Investors Should Care

Published on January 8, 2026

As investors stepped away from the tape to hang their final holiday decorations, pack their bags to visit loved ones, and prepare for the New Year, markets fell quiet over the last two weeks of 2025.

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Move Over, Mercury Retrograde: My Only 2026 Prediction is “All-Weather”

January 8, 2026
There’s a lot of collective wisdom about the challenge of forecasting markets and the economy. Warren Buffet once famously said: “”Forecasts may tell you a great deal about the forecaster; they tell you nothing about the future.”

The Midterm Year Plot Twist

January 8, 2026
Midterm election years have a rhythm that fixed income investors should recognize. While at first glance yields may seem unpredictable, a closer look reveals a pattern in how they behave throughout these periods.