Author Archive
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Oct 6, 2025Coming out of the COVID nightmare, people were spending like crazy, motivated by stimulus checks, cabin fever, and an unprecedented joie de vivre. There was at least one person,... -
Aug 23, 2025Leading up to Fed Chair Powell's speech at the Jackson Hole Symposium, a fuse had been lit in the fed funds futures market that was burning away at the probability of a 25... -
Aug 4, 2025
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Jul 12, 2025History says so. -
Apr 14, 2025
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Mar 24, 2025
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Mar 3, 2025
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Feb 24, 2025
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Feb 18, 2025
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Feb 8, 2025Interesting times. -
Jan 11, 2025The fourth quarter reporting period is the reporting period that feels like it never ends. That is because year-end accounting is enmeshed with the quarterly reports. Things will get...
