Author Archive
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Sep 1, 2026Fifty years ago today, the Vanguard Group of Investment Companies launched its first passive index-tracking fund. It was an infamously terrible, horrible, no good, very bad launch.... -
Aug 27, 2026Despite all the hoopla about Nvidia becoming the first company valued at over $5 trillion, the listing of Elon Musk’s SpaceX and the looming initial public offerings of... -
Aug 19, 2026Ain’t no party like a capex party, because apparently a capex party don’t stop -
May 5, 2026Conventional wisdom holds that the US is pretty immune to the energy market fallout from its war on Iran. Maybe not. -
Mar 26, 2026It shows up everywhere but especially credit reports. -
Mar 20, 2026Desperation, thy name is Scott Bessent -
Mar 20, 2026Pray for Asian naphtha consumers -
Mar 19, 2026The price of a barrel of oil in Oman - which exports from ports outside Hormuz - hit $173.24 Tuesday. -
Feb 26, 2026Doomer dunking on Citrini Research -
Feb 25, 2026The new central bank trilemma means we can't have 3 good things at once. -
Feb 24, 2026There's never been a better time to be a crook. -
Feb 19, 2026We all know how pays the tariffs...except Kevin Hassett -
Feb 18, 2026No respect for the greenback. -
Jan 22, 2026It’s already been an . . . eventful year, but under the hood something odd and interesting is happening in the US stock market: the trashiest, most... -
Jan 14, 2026Pulte has been a policy cannon of remarkable energy if questionable accuracy
