My mid-week morning plane reads: • The Fed Matters Less Than You Think: Listen, I’m not saying the Fed’s rate hikes had no bearing...
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The transcript from this week’s, MiB: Michael Fisch, American Securities, is below. You can stream and download our full...
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My Two-for-Tuesday morning Vegas reads: • The U.S. Economy Is Booming. Or Stagnating? The Mystery of the Missing Interest. The latest...
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My Market Counsel morning Vegas reads: • 7 Deadly Stocks: Mega cap tech got destroyed in 2022. Google fell -46%, Amazon -56%, Nvidia...
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Earlier this week, as we awaited the introduction of the actual production vehicle of the Cybertruck, I jotted down some thoughts...
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Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • A Trump dictatorship is increasingly...
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This week, we speak with Michael Fisch, CEO and co-founder of American Securities, a $27-billion dollar private equity...
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The weekend is here! Pour yourself a mug of coffee, grab a seat outside, and get ready for our longer-form weekend reads: •...
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The chart above shows that 84% of CEOs are forecasting a recession over the next 12 months, 69% of Consumers saying the...
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Welcome to December! Our end-of-week morning train WFH reads: • S&P 500’s Historic 8.9% Rally Blindsides Skeptics on Wall Street:...
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