This time last week, I conjured October’s “roach” scare in the course of suggesting that
Category: Weekly
Weekly: Is Blue Owl The Private Credit Canary?
Four months ago, when a couple of bankruptcies in the auto sector riled regional lenders
Weekly: A Wildfire On Wall Street
You wouldn’t know it from the main index levels (“The Dow is over 50,000 dollars!
Weekly: The All-Crushing Claude
This was the week Anthropic took the lead in the AI race. Or at least
Weekly: The Decade Dogma Died
Over the four decades we associate with the onset and perpetuation of shareholder capitalism, hyper-globalization,
Weekly: The Existential Threat To US Treasurys
I’m pretty sanguine about the outlook for risk assets but… BUT. At the end of
Weekly: Fiat Fatigue And A World On Fire (Why Gold Keeps Rising)
The never-ending rally in gold’s no different from any other phenomenon in being unamenable to
Weekly: The Diosdado Cabello Question
Late Friday, Delcy Rodriguez, in her capacity as interim president of Venezuela, said her country’s in
Weekly: Betting On Delcy Rodriguez
Nicolas Maduro could be hanging out in Turkey right now living the good life under
Weekly: It’s Not Brain Surgery
A couple of years ago I received a serious-sounding email from a guy who was
Weekly: Greed Is Good
Investors are closing out 2025 in greed mode. Technically, global stocks were down two consecutive
Weekly: Will Elon Musk, Trillionaire, Be A Wake-Up Call?
I often wonder if there’s an absurdity threshold for American-style capitalism. A boundary which, if
Weekly: Dead End
During his first and, mercifully for Republicans, only, debate with Kamala Harris, Donald Trump famously
Weekly: Scott Bessent Was Lucky
In prepared remarks for this year’s Treausury Market Conference (it’s an annual event co-hosted by
Weekly: The Bitcoin Barometer
Bitcoin tends to peak around blow-off tops for speculative excess. That’s not a coincidence. Whatever
Weekly: Don’t Forget The Fed
The disorienting to-and-fro of momo and meme stocks — and associated fretting over the psychological
Weekly: Is Trump The Dog Who Caught The Car?
A year on from Donald Trump’s reelection, the president who promised a “new golden age”
Weekly: The AI Spending Question
Now we’re supposed to believe investors are newly skeptical of AI spending. Just not at
Weekly: Bells At The Top?
The equity rally off the “Liberation Day” panic lows sure is exhibiting a lot of
Weekly: Of Roaches And Mini-Crises
Everybody can’t be me, and in a lot of respects that’s a blessing for humanity.
Weekly: The Stock Rally Has A SPOF Problem
The stock rally has a SPOF problem. Several of them, actually. Fewer than 10 US
Weekly: Perfect Storm, Imperfect Union Revisited
In December of 2023, I published a piece called “Perfect Storm, Imperfect Union.” Technically, it
Weekly: Don’t Be A Hero
Before anyone accuses me of catastrophizing the situation, consider how awkwardly politicized the most routine
Weekly: Hope, An Epilogue
[Editor’s note: If you haven’t read “Hope: A Novelette,” you should. This article is, as
Weekly: The Anarchy Hedge
I hate to be “that guy.” The guy quoting gold prices and complaining about budgets
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