MiB: Michael Lewis on Pandemic Planning
This week, we speak with Michael Lewis, the poet laureate of finance. We discuss his latest book, The Premonition,...
About that Giant Payrolls Miss…
Today’s exercise in “confirming my priors“ is the big downside surprise in NFP – BLS reported a net...
Bartlett: Vaccine Hesitancy and the Long Shadow of Racism
Vaccine Hesitancy and the Long Shadow of Racism in U.S. Health Care Nearly a third of Black Americans are taking a wait-and-see approach...
Beware of Market Arguments via Outliers
$100 Million New Jersey Deli Is Representative of Nothing The nature of “bulletin board” stocks is that they often trade far above...
Cash on the Sidelines?!?
Don’t Fall for the ‘Cash on the Sidelines’ Trope Money coursing through the economy can impact markets and investor sentiment for...
BBRG: Don’t Fall for the ‘Cash on the...
Don’t Fall for the ‘Cash on the Sidelines’ Trope Money coursing through the economy can impact markets and investor...
John Oliver on The National Debt
The national debt has long been portrayed as a burden we’re placing on future generations. John Oliver discusses how national debt...
Demise of the Dollar?
Source: Trading View To hear an audio spoken word version of this post, click here. What do you get of you...
Bull Market Bull
Bull Market Beset by Too Many Misconceptions What have we learned in the one year since equities crashed? Bloomberg, March 28, 2021...
Not a Housing Bubble
Source: Len Keifer To hear an audio spoken word version of this post, click here. Alas, the bubble callers are out...