Author Archive
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Aug 10, 2026One weak report doesn't make a trend. -
Jul 31, 2026Federal Reserve (Fed) Governor Chris Waller recently said that sternly staring at inflation until it melts before our withering gaze is not an option. Yet that appears to be exactly... -
Jul 9, 2026You would think AI is a growth story, but it’s showing up in more places than in the obvious “large cap growth” stocks. -
Jun 26, 2026We’ll look back on this period several years from now and recognize it as a bubble. -
Jun 19, 2026There’s always some uncertainty around a new Fed chair and how they’ll handle the communication of monetary policy. But it’s usually more around style rather than... -
Jun 12, 2026With the huge run-up in AI-related stocks, the obvious comparison everyone makes is to the 1990s. However, beyond the fact that we have transformational technology in the works now,... -
Jun 6, 2026So much for the 'AI is killing jobs' narrative. -
Jun 5, 2026With the upcoming SpaceX IPO and Anthropic also filing a confidential draft S-1, IPOs are in the news, to say the least. I thought it would be interesting to look at some historical... -
May 20, 2026Inflationary growth? -
May 14, 2026The inflation data doesn’t look good, no matter how you slice it. -
May 11, 2026What's not to like? -
May 8, 2026The labor market is holding up better than the headlines suggest. Inflation is the real problem. -
May 4, 2026AI-related investment is surging on the hardware and software side. -
Apr 24, 2026The market right now is focused on earnings. Warsh is a long term concern. -
Apr 23, 2026The S&P 500 and Nasdaq hit new all-time highs last week and this isn’t sitting well with many people. -
Apr 11, 2026There’s clearly a lot of underlying pressure on prices, and this was true even prior to the crisis. -
Mar 23, 2026The recent market pullback has offered a useful reminder: in certain environments, traditional safe havens don’t behave the way you’d expect. -
Mar 18, 2026The Fed’s official inflation target is 2%. They haven’t gotten close to that in five years, and it doesn’t look like they’re going to any time soon. -
Mar 9, 2026The February payroll report was an ugly one, and a bit of a mess. -
Mar 4, 2026And it's not just Iran and oil. -
Feb 28, 2026This does not compute -
Feb 13, 2026Never mind the revisions -
Feb 5, 2026Politics and investing don’t mix — it’s not about red or blue, it’s about green. -
Jan 20, 2026The positive impact of the tax bill, for the economy and even markets, will be felt as soon as 2026 begins.
