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Feb 24, 2026
What's in a name? That which we call a rose, by any other name would smell as sweet. - Romeo and Juliet, Act II, Scene II The Supreme Court finally released its ruling on President...
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Feb 18, 2026
The Wall Street Journal published an article last week about the concentration of the S&P 500 and why you shouldn't worry about it. The gist of the article is that the index has been...
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Feb 12, 2026
Today's January employment report came in at 130,000 jobs, well above the consensus estimate of somewhere between 55,000 and 75,000 (take your pick of forecasters). Stocks initially...
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Feb 10, 2026
The latest government shutdown ended last week, after a mere four days, but that was apparently enough to prevent the Bureau of Labor Statistics from releasing the January employment...
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Feb 3, 2026
While it seems obvious that the future should feature a lower dollar and gold continuing to outperform stocks, that is far from assured. That is the consensus view and while the...
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Feb 1, 2026
Are you outraged yet?
The Wall Street Journal is reporting that four days before President Trump's inauguration, the Abu Dhabi royal family bought a $500 million stake in the Trump...
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Jan 27, 2026
This is, in my opinion, the most interesting chart in all of finance. This shows the return from gold versus the total return of the S&P 500 since 1/1/2000. As you can see, gold's...
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Jan 21, 2026
Most investment firms kick off the new year with "outlook" pieces, offering futile predictions on the S&P 500's year-end close or the frequency of Fed rate hikes. I try to avoid such...
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Jan 13, 2026
As we near the end of the first year of President Trump's second presidential term, the debate about his economic policies hasn't changed much. That's because it isn't an economic...
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Jan 6, 2026
We are all interested in the future, for that is where you and I are going to spend the rest of our lives. Plan 9 From Outer Space I have no idea what will happen this year. Neither...
Feb 24, 2026What's in a name? That which we call a rose, by any other name would smell as sweet. - Romeo and Juliet, Act II, Scene II The Supreme Court finally released its ruling on President...
Feb 18, 2026The Wall Street Journal published an article last week about the concentration of the S&P 500 and why you shouldn't worry about it. The gist of the article is that the index has been...
Feb 12, 2026Today's January employment report came in at 130,000 jobs, well above the consensus estimate of somewhere between 55,000 and 75,000 (take your pick of forecasters). Stocks initially...
Feb 10, 2026The latest government shutdown ended last week, after a mere four days, but that was apparently enough to prevent the Bureau of Labor Statistics from releasing the January employment...
Feb 3, 2026While it seems obvious that the future should feature a lower dollar and gold continuing to outperform stocks, that is far from assured. That is the consensus view and while the...
Feb 1, 2026Are you outraged yet? The Wall Street Journal is reporting that four days before President Trump's inauguration, the Abu Dhabi royal family bought a $500 million stake in the Trump...
Jan 27, 2026This is, in my opinion, the most interesting chart in all of finance. This shows the return from gold versus the total return of the S&P 500 since 1/1/2000. As you can see, gold's...
Jan 21, 2026Most investment firms kick off the new year with "outlook" pieces, offering futile predictions on the S&P 500's year-end close or the frequency of Fed rate hikes. I try to avoid such...
Jan 13, 2026As we near the end of the first year of President Trump's second presidential term, the debate about his economic policies hasn't changed much. That's because it isn't an economic...
Jan 6, 2026We are all interested in the future, for that is where you and I are going to spend the rest of our lives. Plan 9 From Outer Space I have no idea what will happen this year. Neither...