Moran Monthly Digest: May 2026
April’s inflation report didn’t just run hot — according to the Cleveland Fed, every underlying measure moved the wrong way at once. Headline, core, shelter, median CPI, and trimmed-mean. All of them, simultaneously.
Moran Monthly Digest: Apr. 2026
Record highs invite a question: is the market too expensive? Our April commentary explores why it may be an expensive top, not a broadly expensive market. Link in bio.
Moran Monthly Digest: Mar. 2026
March 2026 message and insights from our founder, Tom Moran.
Moran Monthly Digest: Feb. 2026
February 2026 message and insights from our founder, Tom Moran.
Moran Monthly Digest: Jan. 2026
January 2026 message and insights from our founder, Tom Moran.
Moran Monthly Digest: Dec. 2025
December 2025 message and insights from our founder, Tom Moran.
Moran Monthly Digest: Nov. 2025
November 2025 message and insights from our founder, Tom Moran.
Moran Monthly Digest: Oct. 2025
October 2025 message and insights from our founder, Tom Moran.
Moran Monthly Digest: Sept. 2025
September 2025 message and insights from our founder, Tom Moran.
Moran Monthly Digest: Aug. 2025
August 2025 message and insights from our founder, Tom Moran.