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Sep 3, 2026
In 2025, Global GDP hit an all-time high of $118.4 trillion — about $14,406 per person worldwide.
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Aug 28, 2026
My professional focus has been identifying and trying to correct the common behavioral errors we all make as investors. One cannot help but notice how similar mistakes are made by...
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Aug 27, 2026
Why are bonds having such a rough go of it recently?
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Aug 20, 2026
Recent claims of the “Closing of the K” are wishful thinking.
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Aug 13, 2026
An interesting article about investors carrying too much cash was in today’s Wall Street Journal. There’s nothing in the piece that is inaccurate or misleading; it’s just a...
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Aug 5, 2026
The Fed is painting a bullseye around 3% inflation.
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Jul 18, 2026
New technology comes with massive overinvestment and an over-allocation of capital toward that technology. This turns out not to be a bad thing (unless it’s your capital).
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Jun 16, 2026
Hard work and intelligence are just table stakes.
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May 21, 2026
No one thought the Apple store would succeed...except Steve Jobs.
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May 14, 2026
It’s counterintuitive until you experience it: more frequent reporting makes the data less significant.
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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.
Sep 3, 2026In 2025, Global GDP hit an all-time high of $118.4 trillion — about $14,406 per person worldwide. 
Aug 28, 2026My professional focus has been identifying and trying to correct the common behavioral errors we all make as investors. One cannot help but notice how similar mistakes are made by...
Aug 27, 2026Why are bonds having such a rough go of it recently?
Aug 20, 2026Recent claims of the “Closing of the K” are wishful thinking.
Aug 13, 2026An interesting article about investors carrying too much cash was in today’s Wall Street Journal. There’s nothing in the piece that is inaccurate or misleading; it’s just a...
Aug 5, 2026The Fed is painting a bullseye around 3% inflation.
Jul 18, 2026New technology comes with massive overinvestment and an over-allocation of capital toward that technology. This turns out not to be a bad thing (unless it’s your capital).
Jun 16, 2026Hard work and intelligence are just table stakes.
May 21, 2026No one thought the Apple store would succeed...except Steve Jobs.
May 14, 2026It’s counterintuitive until you experience it: more frequent reporting makes the data less significant.
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.