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