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 [...]

Here are some things I think I am thinking about this weekend. 1) There's Still a Strong Disinflationary Bias at Work. One of the most important pieces of news this week was the New Tenants [...]

Warning - This is probably an "old man screams at cloud" rant, but we all have to embrace our old age at some point so here goes nothing.... One of the great strengths of the [...]

Here are some things I think I am thinking about this weekend. 1) Buy Versus Rent. I enjoyed this conversation between Ben Carlson and Duncan Hill about buying versus renting. I'm increasingly convinced that almost [...]

Here are some things I think I am thinking about. 1) Book update. Please excuse the radio silence in recent weeks. I wrapped up my new book this week and I am just putting the [...]