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ODWM Blog

In a post dated 4/5/24 titled "The Stubborn Soft Landing", I wrote the following: "A soft landing is - unofficially - when monetary policy makers both slow the pace of economic growth and reduce inflation without causing a recession.  So far, that appears to be the most likely sc...

March 18, 2025 02:24 PM - Comment(s)
2025 Federal Reserve Outlook

The Federal Open Market Committee (FOMC) consists of 12 members:  the seven members of the Board of Governors of the Federal Reserve System; the president of the Federal Reserve Bank of New York; and four of the remaining eleven Reserve Bank presidents, who serve one-year terms on a rotating ba...

January 24, 2025 01:41 PM - Comment(s)
Cryptocurrency: A Skeptical, yet Pragmatic View

Cryptocurrency has come a long way since Bitcoin’s whitepaper introduced the idea of a decentralized, peer-to-peer digital currency in 2008. What was once a niche fascination among cryptographers and tech enthusiasts has grown into a trillion-dollar industry. Today, cryptocurrencies are not just a s...

December 03, 2024 01:09 PM - Comment(s)
Are We In a "Melt-Up?"
A closer look into a quietly emerging risk in the stock market
October 10, 2024 08:00 AM - Comment(s)
A Lot Can Change in Two Months
The outlook for the markets & economy are quite different in August than they were in June.
August 26, 2024 06:00 AM - Comment(s)