Market Reactions to Geopolitical Events
Barry Ritholtz, Host of Masters in Business podcast, and Ritholtz Wealth Management Chairman and CIO, says markets quickly stabilize. He...
How Geopolitics Impacts Markets (1941-2021)
We began this week looking at a broad question: “What is of greater import to investors, reopening post-pandemic, or war in...
Stability Begets Instability
Please don’t forget Hyman Minsky. The past few days, I have been directing your attention to various framing to...
Long-Term Economic Consequences of Pandemics
I was speaking with my fishing buddy David Kotok recently about a research project he has been working on: “What are the...
The Post-Normal Economy
The past week, I have been looking at some of the more interesting and unusual market charts. I started doing the same for...
2021: Small, Medium & Large Cap Returns
Claims that the top 5 or 10 stocks are the sole or primary drivers of markets do not hold up to close scrutiny. We...
Happy Merry! Closed for the Holidays
Has it really been 20 months already? I wrote Sorry, We’re Closed in March of 2020 and here we are again, with our office...
7 Trends in Car Markets
To hear an audio spoken word version of this post, click here. Today’s automobile market is filled with all sorts...
2021: World’s Biggest Companies
Source: Visual Capitalist The United States has 65% of the top 100’s total market capitalization, 59 companies in...