My colleague Ben Carlson asked the question “Why Isn’t Inflation Falling?” There are some technical explanations, but before...
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Good investing is about future discounted cash flows, behavioral management, and having a long-term perspective. It’s not...
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It was one of those minor stories that seemed to have taken on a life of its own: The New York Times1 reported last week about an...
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One of the things we know about inflation expectations is that Federal Reserve Chairman Jerome Powell relies heavily on them. He...
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How would you like to buy a Rolex — brand new, with papers and box — for MSRP? Prices have skyrocketed for used timepieces,...
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The Future of the Right by Bruce Bartlett Published on Twitter 8/20/2022 I’m glad to see right-wingers abandoning Trump, but...
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I had a fascinating conversation with an old friend who has been working in a giant bulge bracket firm his entire multi-decade...
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Yesterday I spent some time with Eric Balchunas recording a Masters in Business podcast. Balchunas is Senior ETF Analyst for...
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I was chatting with my friend Pete Dominick last week, and he asked about consumer sentiment. I tossed out a few reasons...
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“I constantly remind our employees to be afraid, to wake up every morning terrified. Not of our competition — but of...
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