Here are three things I am thinking about that are really only one thing, of course. 1) Why Tariffs are Bad. I got back into making YouTube videos this weekend (click here for the link). [...]

Here are three things I think I am thinking about this weekend. 1) How Did We Get Here? I won't bore you with more of the tariff debunking that I did last weekend. If you [...]

Well. By now we can all see the impacts of the tariff announcements. We’re potentially on the verge of a significant and long lasting shift in the global trade system we’ve constructed for over 40 [...]

Here are some things I think I am thinking about this weekend. 1) GDP Now - Still Going Down. When the Atlanta Fed's GDP Now crashed down to -2.8% back in February a lot of [...]

John Bogle famously said that a US based investor doesn't need to own foreign stocks because US stocks get so much revenue from abroad. I rarely disagree with Bogle about anything, but this is one [...]

Ezra Klein and Derek Thompson have published an excellent new book titled "Abundance". The broad message of the book is that the US has hampered its growth and potential with excessive regulations and bureaucratic hurdles [...]

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, [...]