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Apr 24, 2026
The stock market is hitting all-time highs, even as consumer sentiment hits all-time lows.
Is this a paradox?
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Apr 22, 2026
Everybody’s attention has been focused on the Iran War,1 but I want to draw your attention back to a different war — the prior Trade War.
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Feb 20, 2026
There's no advantage if everyone else has the same information.
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Feb 3, 2026
I am always looking for interesting and informative charts, especially ones I can include in my quarterly call that explain something clients are curious about or introduce a...
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Feb 2, 2026
Two weeks ago, I wrote “It’s Tariff Week! *.”
The asterisk added the word “Hopefully…”
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Jan 29, 2026
As we continue to await the decision that should overturn the tariffs, let’s update the latest data on the IEEPA tariffs.
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Jan 17, 2026
Some surprising observations about the state of markets.
Apr 24, 2026The stock market is hitting all-time highs, even as consumer sentiment hits all-time lows. Is this a paradox?
Apr 22, 2026Everybody’s attention has been focused on the Iran War,1 but I want to draw your attention back to a different war — the prior Trade War. 
Feb 20, 2026There's no advantage if everyone else has the same information.
Feb 3, 2026I am always looking for interesting and informative charts, especially ones I can include in my quarterly call that explain something clients are curious about or introduce a...
Feb 2, 2026Two weeks ago, I wrote “It’s Tariff Week! *.” The asterisk added the word “Hopefully…”
Jan 29, 2026As we continue to await the decision that should overturn the tariffs, let’s update the latest data on the IEEPA tariffs.
Jan 17, 2026Some surprising observations about the state of markets.