Nobody likes to hear “I told you so,” even when it comes from someone, in
Category: Weekly
Weekly: Something Wicked This Way Comes?
Last Friday, I wrote that “the business week ended October 16, 2026, will either be
Weekly: Mr. Coy
In saying nothing — or anyway very little, and nothing of real substance — about
Weekly: Are Stocks Really Whistling Past The Graveyard?
Yes, the S&P managed to post a new record close (the first since August 13
Weekly: The ‘Humiliation’ Trade
I’d like to buy long-end US Treasurys right now. And I did, both this week
Weekly: Playing Politics
A diesel crisis, an unpopular war in the Mideast (is there another kind of Mideast
Weekly: The Counterfactual
As a general rule, macro-market snark tends towards the conspiratorial only as it relates to
Weekly: A Turning Point For Treasurys?
Last weekend, I asked if US Treasurys were becoming “uninvestable.” For my trouble, I was
Weekly: Are US Treasurys Becoming Uninvestable?
It’s always darkest before the dawn, as the old saying goes, but I’ll becha you
Weekly: Fool Me Once
Kevin Warsh used his first Jackson Hole speech as Fed chair to double-, triple- and
Weekly: Scott’s Folly
Congratulations to Scott Bessent for hijacking the market narrative this week. There wasn’t much on
Weekly: Buy Gold?
Uncle Sam’s borrowing costs were still front-page news on Friday, as the financial media spilled
Weekly: Warsh’s Instant Credibility Crisis
What’d we learn this week? Three things, I reckon. First, we learned markets don’t necessarily
Weekly: ABB
“Anything but bonds.” That’s been the zeitgeist (or the mantra) for the better part of
Weekly: Ok, What Now?
Semis slipped towards a bear market, SpaceX was down 45% from its intraday high on
Weekly: Hyper-Drag
Why are stocks struggling, where that just means struggling to make new(er) highs? Don’t answer
Weekly: The Man Who Said Too Little
I imagine (I hope) this has occurred to someone other than me, but just in
Weekly: Is SpaceX IPO (And Elon Musk, Trillionaire) The Top?
I don’t think the bubble — if that’s what it is — bursts before OpenAI
Weekly: Roasted Dove
Well, the good news is, the US economy — all Potemkin Village derision aside —
Weekly: Going Streaking
If the S&P 500 managed merely to avoid a 1.5% loss during this week’s final
Weekly: Stocks And The Cold Hot War
Two Saturdays ago, after the S&P notched a sixth consecutive weekly advance, I noted that
Weekly: Bonds Call Time-Out
I’m both a rally skeptic and not. I harbor a deeply-engrained pessimism about more or
Weekly: Is The Stock Rally ‘Irrational’?
Six weeks, 17% (intraday low-to-high) on the S&P and 11 new records later (“These go
Weekly: Higher Learning
What have we learned over the past week or two or four? For one thing,
Weekly: Semi-Automatic
The last time the SOX rose 40% in a month, Bill Clinton was president and
Weekly: ‘TDS’ Is Real
“TDS” is a real disorder, even if expanding the initialism suggests the “disease” detectives who
Weekly: Back To Normal
I realize many (most?) readers don’t like this framing, and in a lot of important
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