The God of Change, Janus, to Whom We All Now Kneel The deity of doorways, edges, and verges, Janus is at once both where we are and where...

It's going to get a lot colder before we're through What are the markets trying to tell us about where we are in the economic cycle? View...

The United States Reassumes Its Position as the Engine of the World Economy Earlier this week, we discussed our view on inflation rates...

Transitory Price Increases Once Again Drive Headline Numbers Prices for used cars increased by a month-over-month 10.5% in June, crushing...

Green Shoots goodstead wishes to apologize to its Members for the lack of depth of analysis this week. Our attention was focused on a...

Markets Grapple with Changes in Inflation Expectation, or the Whites of Their i's Fear is a greater evil than the evil itself Inflation...

The macroeconomic picture in the United States is best understood as a tale of two economies: one is in a deep recession, from which it...

Copper prices rise to highest levels since June 2018 As we've recently written, goodstead believes investors do well to hold portfolios...

A Modest Disquisition on the Concept of Imputed Rents, or, Why Not to Buy a Home It seems almost an article of faith in the United States...

Fires. Flood. Plague. Swamp monsters walking the earth. All the signs are here. We just have to have the courage to see The Truth: the...