We have no idea how good we had it. Let’s consider the returns data from the period post-Great Financial Crisis (GFC),...
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The single most asked question that I have heard since January 20th is: “How will this new administration affect my stock, bond...
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Holland’s legendary tulip bubble burst on this day in 1637. Many myths have grown up around this, but a few key facts are not in...
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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...
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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...
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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...
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Confused about where we are today? A favorite exercise is to go back to first principles to consider how we got to where we...
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There has been a lot of chatter about magazine covers lately; We can clarify some of that with this post (originally published in...
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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...
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At the Money: Is War Good for Markets? (February 14, 2024) What does history tell us about how war impacts the stock...
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