Transcript: Jawad Mian
The transcript from this week’s, MiB: Jawad Mian, Stray Reflections, is below. You can stream and download our full...
10 Bad Takes On This Market
Let’s see if I can find something to counter and/or undercut each of these 10 items listed in this morning’s...
Podcast: Rit Angles
I had a very fun conversation with my friend Roben Farzad about the business of culture, the culture of business, media and...
“Glass Half-Empty” Investors
Source: FRED, May 8, 2023 There’s an old joke about a hypochondriac who is constantly complaining to his doctor about his...
A Timeline Of Financial Markets
I have been a reader of Jamie Catherwood’s Investor Amnesia since it launched. It is always filled with interesting...
What Does the Relative Performance of Equal Weight S&P500...
In the never-ending battle of market narratives, new ideas get introduced and old ideas are resurrected as necessary. One...
When, Where, and for How Long…
If you spend any time with FinTV – even if it’s muted in the background – you would have been treated to a debate as...
How Many Bear Markets Have You Lived Through?
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...
Bull or Bear?
There seems to be a debate going on today between economists and market technicians (!?) as to whether we are in a bull or...