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Market Intelligence for the Principled Investor in the Trump Era
by The Publishers of The Letter | 2025-04-01
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A Threat to Their Bureaucracy, Not Our Democracy
by Christopher Gergen, CEO & Founder, Dark Horse Political | 2025-03-27
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Federal Reserve Chairman Jerome Powell has made a career out of projecting steadiness.
by Christian Morano | 2025-08-20
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The NAHB/Wells Fargo Housing Market Index (HMI), which measures builder confidence in the single-family housing market,
by Ken Hubbard | 2025-08-19
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​This week, the markets are lining up for a test.
by Ken Hubbard | 2025-08-18
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We just walked in: it’s a packed stadium, roaring fans, and a nail-biting showdown
by Ken Hubbard | 2025-08-14
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In today’s rapidly evolving financial landscape, Fintech has emerged as a powerful force, reshaping how we think about money, transactions, and banking.
by Ken Hubbard | 2025-08-13

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Other


We Receive, Arguably No Upside From Grants, Until Now
I’ve always believed that markets thrive when innovation is driven by free enterprise
by The Letter Staff
Durable Goods Show a Dip – Powell Still Napping at the Switch
Today’s report on durable goods came in with a minor dip, and while Wall Street yawned, investors paying attention know this isn’t something to brush off.
by The Letter Staff
What I’m Watching This Week, as a Conservative Investor
The markets are wound up again this week, bouncing between “soft landing” optimism and “hard landing” fears.
by The Letter Staff
We Made It Through the Week, How Will This Week’s Data Affect Next Quarter?
The week may be winding down, but markets never truly rest.
by The Letter Staff
What Does the LEI Mean to Conservative Investors?
The Leading Economic Index (LEI) is one of the most closely watched tools for gauging the direction of the economy.
by The Letter Staff
Jerome Powell’s Caution Could Cost America
Federal Reserve Chairman Jerome Powell has made a career out of projecting steadiness.
by The Letter Staff
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