The Book of Genesis: Wall Street Edition
I have been playing a lot this year with ChatGPT, and saved some of my favorites. This is one of them: Chapter 1: The Creation of the...
Remembering Art Cashin
We lost one of the greats this week: Art Cashin passed away Sunday at the age of 83. CNBC’s Bob Pisani did a wonderful...
Edge of Rate Cuts: How We Got Here
How far behind the curve is the FOMC? I’m in the last month of book leave but I felt compelled to pop out at what...
A Short History of Stocks
Confused about where we are today? A favorite exercise is to go back to first principles to consider how we got to where we...
Do Magazine Covers Contain Market Signals?
There has been a lot of chatter about magazine covers lately; We can clarify some of that with this post (originally published in...
All-Time Highs Are Historically Bullish
A quick note to answer this question: What happens after markets make a new all-time high (after a year w/o one)? Check out the...
At the Money: Is War Good for Markets?
At the Money: Is War Good for Markets? (February 14, 2024) What does history tell us about how war impacts the stock...
Are You Bullish or Bearish in 2024?
What are the Bull and Bear cases for 2024? I don’t do annual forecasts1 because the short-term is way too random....
