Hey, just back after taking the redeye home from Futureproof Colorado, and getting my feet back under me. But I wanted to briefly...
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Let us stop for a moment to consider all that is happening with the new administration’s new economic trade policies...
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This market has been trying to digest a series of unexpected policy disappointments. Most corporate executives thought we...
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A quick note on tariffs: Over the past few weeks, I’ve been putting together my quarterly call for clients. The...
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This is UnitedHealthcare. This is what happens when the Democratic leadership is somnambulant, people take matters into their own...
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Last week’s “Tune Out the Noise“ was my suggestion that investors should not get drawn into the firehose of...
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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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LOL Me in a suit and tie! About a decade ago, one of my Bloomberg columns sent the debate about minimum wages and large,...
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At the risk of repeating myself ad nauseam, this is as good a time as any to remind ourselves how little we know about the present...
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A regular theme around these parts is “Nobody Knows Anything.” Specifically, nobody knows what will happen in...
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