The disorienting to-and-fro of momo and meme stocks — and associated fretting over the psychological
Category: Weekly
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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