After two years of 0 conferences, financial events, and public gatherings, I seem to be making up for lost time with a...
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Last week, we compared monetary vs fiscal stimulus. Understanding the differences in how each manifests in the economy is...
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The reactions to the two most recent major economic crises provide a wonderful laboratory to do a compare and contrast...
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To hear an audio spoken word version of this post, click here. As 2021 drew to a close, the Omicron variant was...
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History Shows War Shocks Have a Modest Impact on Equities Market reactions to dangerous events like Russia’s war in Ukraine tend not to...
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Barry Ritholtz, Host of Masters in Business podcast, and Ritholtz Wealth Management Chairman and CIO, says markets quickly stabilize. He...
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We began this week looking at a broad question: “What is of greater import to investors, reopening post-pandemic, or war in...
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Please don’t forget Hyman Minsky. The past few days, I have been directing your attention to various framing to...
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I was speaking with my fishing buddy David Kotok recently about a research project he has been working on: “What are the...
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The past week, I have been looking at some of the more interesting and unusual market charts. I started doing the same for...
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