Bond investors are the economy’s bond vigilantes. … So, if the fiscal and monetary authorities won’t regulate the economy, the bond investors will. The economy will be run by vigilantes in the credit markets.  –Dr. Ed Yardeni, economist, 1983

Today, the market is reacting to an AI development that presumes to deep-six (bury underground) the US technology sector and all those companies that benefit from riding the coat tails of their success. The reaction, of course, is emotional. So, what happened?

Welcome to my second annual article that addresses Ten Surprises for the coming year. Doesn’t everybody want to see over the horizon? Of course we do. But it is…

Adobe StockTen Surprises for 2024: A Look Back by Brian Broberg | January 8th, 2025 You may recall that a year ago, on January 5th, I wrote a piece that described what I thought might be ten different surprises that could occur during the year. For a refresher, you...

Depiction of an Arabian businessman, Visual Art Studio, Adobe StockPart VI Dances with Wolves: Israel and Iran by Brian Broberg | October 14, 2024 | Estimated read time: 17 minutesIn Part V, we covered the next steps for Israel and what it might look like for them to...

Depiction of an Israeli Village after Hezbollah rocket strike 2024Part V Dances with Wolves: Israel and Iran by Brian Broberg | October 12, 2024 | Estimated read time: 20 minutesIn Part IV, I described the lessons learned after Iran’s April 13 missile assault on...

Adobe Stock 535311087Part IV Dances with Wolves: Israel and Iran by Brian Broberg | October 10, 2024 | Estimated read time: 6 minutesAmerica’s foreign policy, which includes attempts to de-escalate the current Middle East conflict, has only resulted in its escalation....

Boeing Stock PhotoPart III Dances with Wolves: Israel and Iran by Brian Broberg | October 8, 2024 | Estimated read time: 8 minutesPart II was a brief history of some of the dynamics of the Middle East. Those underlying aspects of the region are rooted in antiquity....

Hagar and the Angel by Carel Fabritius (Public Domain)Part II Dances with Wolves: Israel and Iran by Brian Broberg | October 6, 2024 | Estimated read time: 6 minutesIn Part I, I came out of the gate with a declaration. The main event in the Middle East is the conflict...

Part I Dances with Wolves: Israel and Iran by Brian Broberg | October 4, 2024 | Estimated read time: 8 minutesWhen thinking about the Middle East, the conflict between Israel and Iran should be top of mind. The story is much more than the war in Gaza or Lebanon. While...