One of the best aspects of getting the midterm elections behind us is that we no longer have to hear an endless firehose of drivel...
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Today and tomorrow the Federal Reserve will hold its 7th Federal Open Market Committee meeting of the year. It is given that we...
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Today’s edition of “Nobody Knows Anything” is about a once-dominant mobile phone maker. Exactly 15 years ago,...
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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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