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Apr 15, 2024
Confused about where we are today? A favorite exercise is to go back to first principles to consider how we got to where we are.
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Apr 10, 2024
The economy has improved since the end of last year.
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Feb 23, 2024
What happens after markets make a new all-time high (after a year w/o one)?
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Jan 27, 2024
The endless media Sturm und drang over the 2024 election silly season has led me to share a few thoughts and a chart.
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Jan 9, 2024
What are the Bull and Bear cases for 2024? I don’t do annual forecasts1 because the short-term is way too random. Instead, I prefer to consider market history and recent data, and...
Apr 15, 2024Confused about where we are today? A favorite exercise is to go back to first principles to consider how we got to where we are. 
Apr 10, 2024The economy has improved since the end of last year.
Feb 23, 2024What happens after markets make a new all-time high (after a year w/o one)? 
Jan 27, 2024The endless media Sturm und drang over the 2024 election silly season has led me to share a few thoughts and a chart. 
Jan 9, 2024What are the Bull and Bear cases for 2024? I don’t do annual forecasts1 because the short-term is way too random. Instead, I prefer to consider market history and recent data, and...