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Brad McMillan

  • Analysis & Opinion

Brad McMillan 's Opinion & Analysis
A complete archive of Brad McMillan 's articles, including current analysis & opinion.

Inflation and what it means for investing is one of the biggest issues I have been hearing about recently. The topic can generate quite a bit of anxiety. But before we start to worry, let’s take...
After a great start to the quarter in July and August, September was when the storms hit. Here in the U.S., markets pulled back significantly. The Dow declined by 4.2% for the month and 1.46% for the...
After the past several crises, some real and some manufactured, we are now on our way to the next one: the debt ceiling. To pay for the spending Congress has authorized, the Treasury needs to borrow...
For those who haven’t heard, global markets slumped yesterday as Chinese real estate developer Evergrande was reported to be approaching bankruptcy. For many, this news brings to mind the great...
Yesterday, in response to advisor requests, my post summarized some of my high-level thoughts about the state of the economy. To recap my take briefly, the economic risks of the pandemic are largely...
If we could travel back in time to the beginning of 2020, many of us would be surprised at how good things were. Jobs were at an all-time high. Unemployment was at the lowest level in 50 years. And...
The first quarter looks to be the turning point, both for the pandemic here in the U.S. and for the economic damage it has caused. While risks still remain, especially in the short term, the...
I wanted to use the title “Leverage, Margin Calls, and Stock Prices, Oh My” here. But I decided to go with the more specific title so readers would actually know what I was taking about....
Friday’s jobs report was a disappointment. Total new jobs came in at 245,000. This result was well below the 460,000 expected and even further below the 638,000 we saw last month. Looking under the...
"It will take as long as it takes,” a reported quote from the Pennsylvania attorney general about the vote count, can also apply to the election itself. Indeed, from where we stand right now, the...