The Fed – History of How We Got Here
Last Wednesday, I watched a panel of central bankers, including Federal Reserve Chair Jerome Powell and European Central [...]
5
07, 2022
27
06, 2022
The Fed – Jerome Powell’s Emphasis
The market is still pricing a 75 bps rate hike in July and a strong possibility of one [...]
23
06, 2022
Tips from a flight attendant
Tips from a flight attendant to help get you through airline travel for the foreseeable future. Things are [...]
21
06, 2022
US Economy
The CPI report surprised to the upside again. The headline CPI index re-accelerated to hit a multi-decade high. [...]
13
06, 2022
Charles Gave
Gavekal’s Charles Gave recalls the 1970s bear market, which occurred just as he began his finance career. He [...]
6
06, 2022
Random Thoughts from Brilliant People
A soft landing will be hard to achieve. Instead of buying on dips, the new correct policy is [...]
31
05, 2022
Company Stock Repurchase Programs
The Wall Street Journal recently discussed the last decade’s stellar returns. “Investors’ optimism is easier to understand if one looks [...]
23
05, 2022
Cathie Wood Interview
Cathie Wood. Her firm’s funds have struggled lately, but that’s normal in her space. The simple fact is [...]
16
05, 2022
Why the Government Took Home Prices Out of CPI
Inflation is obviously running high, but benchmarks like the Consumer Price Index don’t fully explain it. This piece [...]
9
05, 2022
Warren Buffet and Charlie Munger on Bitcoin
Just a month after Peter Thiel called Warren Buffett the "enemy No. 1" of Bitcoin (BTC-USD), describing him as a [...]