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Day: January 21, 2022

One Crowded Theater

January 21, 2022January 23, 2022

Last week, in “Something Wicked This Way Comes,” I said it’s “becoming more difficult to

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3 Comments on One Crowded Theater

Only One Thing Matters Now

January 21, 2022January 22, 2022

Maybe it’s time for stock replacement strategies. That was one takeaway from two-dozen pages penned

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7 Comments on Only One Thing Matters Now

Gravity

January 21, 2022January 29, 2022

When viewed through the lens of real rates, it’s hardly surprising that any and all

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14 Comments on Gravity

Explaining Thursday’s Dramatic Stock Reversal

January 21, 2022January 22, 2022

If you’re wondering “Wha’ happened?!” on Thursday afternoon, when the bottom fell out for US

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When It Rains, You Watch Netflix

January 21, 2022January 21, 2022

When it rains it pours, I suppose. Just about the last thing US tech shares

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8 Comments on When It Rains, You Watch Netflix

Monthly Letter+

  • Exiles On Main Street

    February 4, 2023February 4, 2023

Week’s News

‘Nuanced’

February 7, 2023February 7, 2023

Is ‘American Utopia’ A Macro Illusion?

February 6, 2023February 7, 2023

Herding Cats Around The ‘Immaculate Disinflation’

February 5, 2023February 7, 2023

A Real Scorcher

February 3, 2023February 4, 2023

Groundhog Day

February 2, 2023February 4, 2023

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    JPMorgan Warns Risks Shifting Towards Even Higher Rate Peaks
  • Is The Dow Trying To Tell Us Something?
    Is The Dow Trying To Tell Us Something?
  • 'Nuanced'
    'Nuanced'

Monthly Letters

Exiles On Main Street

February 4, 2023February 4, 2023

That’s Great, It Starts With An Earthquake

January 22, 2023February 4, 2023

Addiction Liability And The Roaring Twenties

December 17, 2022February 4, 2023

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