Long Time ‘Coming
To hear an audio spoken word version of this post, click here. Prices change moment to moment, but the underlying factors...
This Is Not The 1970s (Chartfest)
Yesterday, we compared the economic circumstances between the current 2020-21 situation with the economy of the 1970s in Stagflation LOL....
Video: The Supply-Chain Backlog
What America’s Supply-Chain Backlog Looks Like Up Close Source: Wall Street Journal
How Wrong Can Things Get?
Last week, I asked, “What if things go right?” Today, we are going to find out “How wrong can things...
Market Rhetoric
A few quick words about recent market action and the accompanying chatter: The 3-month S&P500 chart (above) shows a...
What If Things Go Right?
To hear an audio spoken word version of this post, click here. The Covid crash recovery (March 23, 2020 to...
Climate Risk for Banks
The Consequences of Physical Climate Risk for Banks Source: Ceres It is not that often that a dry financial research report...
Recovery at Risk?
Ritholtz Wealth Management Chairman and CIO says markets are in a twilight zone. He spoke to Tom Keene, Jonathan Ferro and Lisa...
Bartlett: How Nixon Changed U.S. Economic Policy Forever
The Day That Richard Nixon Changed U.S. Economic Policy Forever Fifty years ago, in response to rising inflation, he rejected...