Three Things – Weekend Reading
Here are some things I think I am thinking about this weekend. 1) Lots of Macro Thoughts. I did an interview with the guys over at Excess Returns this week. We covered a ton of [...]
Here are some things I think I am thinking about this weekend. 1) Lots of Macro Thoughts. I did an interview with the guys over at Excess Returns this week. We covered a ton of [...]
Here are some things I think I am thinking about this week: 1) How NOT To Invest. Barry Ritholtz is out with a new book called "How Not to Invest". I loved this one. We [...]
Here are some things I think I am thinking about: 1) Why Does the Stock Market Hate Tariffs? One of the predominant trends in Corporate America over the last 40 years has been an expansion [...]
As I write this the US stock market is down -2.5% on the day. It's down about -8.5% from its peak just a few weeks ago. Then again, it's up 11% over the last year, [...]
Here are three bad ideas I think I am thinking about: 1) The Reserve Currency Issuer Doesn't Need a Strategic Currency Reserve. The Trump administration announced a Cryptocurrency Reserve Fund that would hold Bitcoin, Cardano, [...]
Here are some things I think I am thinking about this weekend: 1) A Negative GDP NOW Print!?! It was a wild week in the markets, but the biggest news of the week dropped on [...]
Here are some things I think I am thinking about. 1) The WalMart Warning. Markets fell over -1.5% on Friday as global PMIs disappointed on the downside and WalMart warned about their earnings for the [...]
Here are some things I think I am thinking about: 1) Inflation STILL Isn't Scary. In the wake of Wednesday's CPI report there were all sorts of scary narratives about how inflation is raging and [...]
So. Tariff Man is back and apparently more serious than ever. At least for now. Let's talk about the good, the bad and the ugly. I hope this doesn't sound political, but that's probably unavoidable. [...]
Here are some things I think I am thinking about: 1) The Lifetime of Stocks is...Shrinking. I loved this chart from Bank of America which shows the average lifespan of companies in the S&P 500 [...]