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Day: November 1, 2021

Don’t Kill The Sacred Cash Cow

November 1, 2021November 2, 2021

It’s no secret that the “broad” market isn’t very broad. History is replete with examples

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1 Comment on Don’t Kill The Sacred Cash Cow

Redefining Philanthropy In The Age Of Musk

November 1, 2021November 3, 2021

Every week brings new evidence to support the contention that humanity is moving rapidly towards

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10 Comments on Redefining Philanthropy In The Age Of Musk

At US Factories, A Compendium Of Complaints

November 1, 2021November 2, 2021

At this point, getting a “clean” read on where we are in the post-pandemic economic

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5 Comments on At US Factories, A Compendium Of Complaints

Back Up The Wall Of Worry

November 1, 2021November 2, 2021

European stocks hit records Monday and Japanese shares surged, as global equities looked to build

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5 Comments on Back Up The Wall Of Worry

Monthly Letter+

  • Deterioration, Dissolution And Default

    May 29, 2023May 29, 2023

Week’s News

Dam It

June 6, 2023June 7, 2023

Zeitgeist 2023

June 3, 2023June 5, 2023

US Jobs Report Is Goldilocks With Caveat

June 2, 2023June 3, 2023

Rallies And Epochs

May 31, 2023June 1, 2023

China’s Rebound ‘Over’ Amid Dour Data, ‘Miserable’ Stocks

May 31, 2023June 2, 2023

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  • Goldman Cuts US Recession Odds, 'Undoing' SVB-Inspired Revision
    Goldman Cuts US Recession Odds, 'Undoing' SVB-Inspired Revision
  • When A Pause Is Just A Pause
    When A Pause Is Just A Pause

Recent Comments

  • John Liu on Canada Restarts Rate Hikes, Warns Inflation ‘Could Get Stuck’ Higher
  • fredm421 on Lessons From The Apparent Nord Stream Coverup
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  • John Liu on ‘Worst Liquidity Contraction Since Lehman’ Adds To Bear Case
  • Emptynester on Dam It

Monthly Letters

Deterioration, Dissolution And Default

May 29, 2023May 29, 2023

Reinventing Wheels

April 23, 2023May 29, 2023

Lost At Sea

March 11, 2023April 29, 2023

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