Andy Krieger's Thoughts on the Market
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Andy Krieger

Andy Krieger

Going Cold Turkey on Deficit Spending? Congress Would Rather Wait for a Crisis

Going Cold Turkey on Deficit Spending? Congress Would Rather Wait for a Crisis

Unless Congress changes its policies, there will be a point at which the U.S. will be forced to take emergency action.
Andy Krieger May 26, 2025
Stocks Are Up, But Conditions Are Weaker

Stocks Are Up, But Conditions Are Weaker

Fundamentally, conditions are now weaker than they were when stocks last traded at these levels, which was at the start of this year.
Andy Krieger May 14, 2025
Key Market Shifts Are Underway With Bigger Moves to Come

Key Market Shifts Are Underway With Bigger Moves to Come

Overall global growth will slow because of the U.S.’s misguided policies, but the biggest loser will be the U.S.
Andy Krieger May 8, 2025
Revisiting a Few Old Ideas – and Sharing Some New Ones

Revisiting a Few Old Ideas – and Sharing Some New Ones

An update on my previous and current market views
Andy Krieger May 2, 2025
The Paradox of Progress: When Innovation Meets Inadvertent Overreach, and Why I Am Defending Jerome Powell

The Paradox of Progress: When Innovation Meets Inadvertent Overreach, and Why I Am Defending Jerome Powell

The risk of potential erosion of the dollar's status as the world's reserve currency cannot be emphasized enough
Andy Krieger Apr 22, 2025

A Brief Mid-Week Update on the Market Chaos

There will be no real winners in this sort of battle, but for sure there will be lots of losers.
Andy Krieger Apr 11, 2025
We Are Now in a Giant Mess

We Are Now in a Giant Mess

The ramifications of this are terrifying as Trump and his team have now set in motion a clearcut path to stagflation
Andy Krieger Apr 7, 2025

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