The earliest price action of 2023 in US equities found two growth heavyweights under pressure,
Month: January 2023
The Growth Stock Bubble Finally Burst
It’s no secret that 2022 was a veritable disaster for growth stocks. Scores of investors
Recompense
At this rate, the Weimar jokes may be out of fashion by the end of
2023 Orientation Day
The first work day of the new year began with a deluge of notes and
Burning Questions
Nothing says “pile into stocks” like piles of corpses. Don’t blame me for the macabre
Lost Down There
I’m supposed to care about Tesla deliveries, and you are too. There was a time
When Bad Counts As Optimistic
What’s worth highlighting when nothing’s worth highlighting? That’s a question I grapple with during long
If 2023 Brings A US Recession, Don’t Expect Congress To Help
I thought this was obvious, but apparently not: The prospects of fiscal measures to bolster
No, Michael Burry Didn’t Say The US Is In A Recession
Michael Burry kicked off the new year with a prediction. “Inflation peaked. But it is
New Year’s Resolutions
Vladimir Putin sent dozens of Iranian drones into Ukraine on New Year’s Eve and into
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