Confusion About the Financial Crisis Won’t Die Explanations driven by ideology muddle rather than clarify. Bloomberg, January 28,...
Read More
As you surely know, this is an election year, and that means a combination of sophistry and ignorance is flooding the news media. The...
Read More
Corrections, Bear Markets, Recessions and Crashes Volatility comes in waves. Bloomberg, January 22, 2016 The recent...
Read More
Today I want to discuss the curious nature of surprises. Astonishment, shock, alarm, disbelief, wonder, amazement — pick any...
Read More
By now you are likely sick of all the chatter about tonight’s astounding $1.5 billion Powerball lottery drawing. I have been quite...
Read More
I have a peculiar love for contrary indicators — the weirder, the better. I find magazine-cover indicators, page-view...
Read More
The ‘Big Short’ Gets It Right Explanations driven by ideology don’t hold up. Bloomberg, January 6, 2016 ...
Read More
Don’t Believe Billionaires’ Predictions Sam Zell’s warning of a looming recession probably isn’t any more valid...
Read More
You’re the Fed Chairman. What Would You Do? Raising interest rates isn’t such an easy call. Bloomberg, November 30, 2015...
Read More
Writing in Fortune in January 2004, my View colleague Justin Fox wrote that the Interstate System… “was heralded as the...
Read More