Observations On The Market Collection:
The Perception of Default Versus Actual Default — A Historical Context Helps.
May 25, 2023 Read more
Let Your Winners Run
April 25, 2023 Read more
Bank Runs and Human Nature Remain the Same
March 27, 2023 Read more
A Rock or a Stone? It Pays to Know the Difference
February 24, 2023 Read more
The Inevitable
January 26, 2023 Read more
Being Right Only Matters for a Day
December 28, 2022 Read more
Investors Drive as if the Rear-View Mirror Is Their Only Guide
November 23, 2022 Read more
The More Things Change, the More They Stay the Same
October 24, 2022 Read more
Will the Fed Really Do Whatever It Takes?
September 26, 2022 Read more
In a Perfect World, Volatility Shouldn’t Even Matter
August 23, 2022 Read more
The Market Can’t Be Clear and Sunny Every Day, but Eventually the Storm Will Pass.
July 21, 2022 Read more
Weather and Economic Forecasts Have a Lot in Common; They Are Often Wrong
June 23, 2022 Read more
The Stock Market Is Declining. Are We Now Staring Into the Abyss?
May 19, 2022 Read more
The Fed, Inflation, and Interest Rates – The Financial Markets Are in Transition
April 25, 2022 Read more
The Madness of Predicting the Stock Market
March 22, 2022 Read more
Is It Better to Abandon the Old and Adopt the New?
February 22, 2022 Read more
Unread: A Memo From the Fed
January 19, 2022 Read more
Knowing the Future Can Be a Liability
December 21, 2021 Read more
In The Fed We Do Trust… Sort Of
November 19, 2021 Read more
Form & Substance
October 19, 2021 Read more
Money Can Make You Do Things You Don’t Want To
September 16, 2021 Read more
If Not Plan A Then……B, C, D, or E?
August 17, 2021 Read more
What Is Going on With Mortgage Rates?
July 23, 2021 Read more
Much Has Changed in 30 Years
June 30, 2021 Read more
Sometimes You Can Be Rich but Still Be Poor
May 26, 2021 Read more
Chasing Yield and Its Downfalls
April 27, 2021 Read more
This Is the World We Now Live In. Nothing Is “Safe.”
March 23, 2021 Read more
Too Many Animals On the ARKK
February 23, 2021 Read more
Headwinds Going Into 2021
January 27, 2021 Read more
Santa’s Real Name Is the Fed
December 22, 2020 Read more
Your Crystal Ball Is Broken
November 24, 2020 Read more
Market Speculation Is the Newest Symptom of COVID-19
October 22, 2020 Read more
“Past Performance Does Not Guarantee….” Much of Anything
September 20, 2020 Read more
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