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Jun 18, 2024
Market concentration happens during big technological shifts.
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May 31, 2024
You have to protect yourself from financial misinformation.
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May 24, 2024
Nothing truly occurs in a vacuum. All events have preceding factors, with many prior elements bubbling below the surface, most of which you didn’t even know existed. Unintended...
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May 17, 2024
The Misery Index — the combination of Inflation and unemployment — failed as a bearish criticism of the economy.
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May 10, 2024
Nestled in between lip-sync dancers and fashion influencers, financial fraud lurks on TikTok.
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May 3, 2024
The evidence the Fed needs to cut rates is already here.
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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...