In August of 2022, I explained how Amazon became ordinary. Today I want to discuss how they have become bad. Since I first...
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“If you want to read a moral condemnation of crypto theft, you can get that anywhere. You go to Michael Lewis for character...
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Before your week ends and you head out the door, I wanted to share a new paper from St. Louis Fed. The title: Can Economists...
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I have been watching various sentiment polls and Right/Wrong Track questionnaires with detached bemusement. Bemused because they...
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The September Federal Reserve meeting is behind us we still have November and December ahead of us. Markets are nervous expecting...
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With 10 days left in the Third Quarter, it seems that lots of folks have been obsessing about the various GDP Now forecasts. The...
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How little do we know about the future? A great way to figure that out is to look to our past, to see what we previously thought...
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Source: Adam Khoo, Twitter A preface before we get into this: Michael Burry has proven himself to be a rare fund manager....
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After a monstrous 68% recovery from the March 2020 pandemic low, and another nearly 30% gain in 2021, markets decided to...
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It’s a summer Friday and nobody has the patience for a long rant about whatever foolishness is bothering me today. So instead, a...
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