Trump’s Infrastructure Plan is DOA
Trump’s Huge Infrastructure Plan Is a Flop It doesn’t come close to spending enough to fix the nation’s roads, bridges...
Congratulations: It’s a Correction!
People Get Creative When Explaining the Market Correction There are some great stories being told now, all with crystal-clear hindsight....
Terminated: Volatility Products Blow Up
5 Rules to Help Avoid Investing Disaster It’s actually not that hard. Bloomberg, February 8, 2018. A basic rule of...
Tops & Bottoms
The Signs of a Market Blip or Something Worse The bulls probably still rule, but volatility is back and so are ups and downs. Bloomberg,...
Good news! Home Ownership Has Bottomed
Millennials Are Out of the Basement and Into Buying Homes Young adults are getting jobs, forming households and having kids. It all adds...
Why We Might Get an Infrastructure Deal
The Odds of Fixing U.S. Infrastructure Just Got Better The U.S. Chamber of Commerce now is calling for higher gas taxes to repair...
Trillion and a Half Dollar Party
Why Markets Love Trump’s Tax Cuts Put aside partisan feelings and recognize that the economy is getting a major stimulus....
Apple’s Cash Hoard Keeps Growing
Three Ideas for How Apple Should Use All That Cash The company is great, yes, but it can’t let so much money sit idle. Bloomberg,...
Good News / Bad News for Hedge-Fund Investors
Hedge Funds Had a Good Year, Just Not Good Enough And yet an industry with high fees and ho-hum performance continues to thrive....