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...
Confused about where we are today? A favorite exercise is to go back to first principles to consider how we got to where we...
There has been a lot of chatter about magazine covers lately; We can clarify some of that with this post (originally published in...
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...
What are the Bull and Bear cases for 2024? I don’t do annual forecasts1 because the short-term is way too random....
I have a vivid recollection of the period following the Great Financial Crisis: I spent March to September of 2008 writing Bailout...
After a monstrous 68% recovery from the March 2020 pandemic low, and another nearly 30% gain in 2021, markets decided to...
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