Ignore the emojis in the headline long enough to ask yourself this question: What might the rest of 2022 look like? I did...
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There is some confusion about a) What a recession actually is, and b) Why it matters. Sometimes, ideas we think of as...
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Source: How Much This is kind of fun: based on data compiled by 2017 US Census Bureau data, what is the value of each...
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Josh and I discuss a recent Bloomberg column of mine — Report Earnings Daily — debating what quarterly earnings report does...
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Reporting Profits Daily Would End Corporate Short-Termism Think there’s too much hoopla about quarterly earnings? Imagine if the circus...
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Reporting Profits Daily Would End Corporate Short-Termism Think there’s too much hoopla about quarterly earnings? Imagine if the circus...
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Inflation Is Coming Thanks to Trump’s Tariffs Levies on steel and aluminum have yet to filter through to prices. But they will....
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I have been bullish pretty much this entire market run — from March 2009 to today. But that doesn’t mean I don’t want...
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Another funky graphic: Source: Visual Capitalist
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