I have a vivid recollection of the period following the Great Financial Crisis: I spent March to September of 2008 writing Bailout...
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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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The transcript from this week’s, MiB: Jawad Mian, Stray Reflections, is below. You can stream and download our full...
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Let’s see if I can find something to counter and/or undercut each of these 10 items listed in this morning’s...
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I had a very fun conversation with my friend Roben Farzad about the business of culture, the culture of business, media and...
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Source: FRED, May 8, 2023 There’s an old joke about a hypochondriac who is constantly complaining to his doctor about his...
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I have been a reader of Jamie Catherwood’s Investor Amnesia since it launched. It is always filled with interesting...
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In the never-ending battle of market narratives, new ideas get introduced and old ideas are resurrected as necessary. One...
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If you spend any time with FinTV – even if it’s muted in the background – you would have been treated to a debate as...
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Have a look at the BAML chart above.1 It is one of my favorites, but for reasons that might not be readily apparent at first...
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