Really, really bad calls Archives - Page 2 of 101

BLS reported the Consumer Price Index was up 3% year over year in June. It has been a near round trip from the prior...

This morning, the WSJ reported that “Consumers expect to see 4.1% inflation a year from now, the lowest such reading in two...

A quick note as the first half of 2023 draws to a close, shocking the locals with its intensity. Why? Because almost nobody...

One of the most important aspects of becoming a good investor is creating a model of the world around you. To do this, you must have good...

Of all the cognitive errors in behavioral finance and human psychology, the one that creates the most confusion is the...

This week saw the release of the Fed’s big annual research report, Economic Well-Being of U.S. Households in 2022....

I have a new thesis I have been noodling around with: All of those Square credit card processing machines you use to pay for...

Let’s see if I can find something to counter and/or undercut each of these 10 items listed in this morning’s...

Jerome Powell and the Federal Reserve spend a lot of time worrying about Inflation Expectations. They shouldn’t. Generally,...

One of the core philosophical beliefs I hold dear is that the future is inherently unknown and unknowable. This tends to be true for the...