Once More Into the Breach

Realistically, the market is having a fight between those who are thinking the Santa Rally has started and those who ... Read More


Q3 2023 Performance Report

Early this year, I agreed with Stanley Druckenmiller that this was an incredibly difficult year to manage, given all the ... Read More



Last week saw the S&P 500 drop 2.4%. That’s not the end of the world but neither is it ... Read More


Call It

There’s lots to look at in coming weeks. Right now, it seems to me there are a lot of ... Read More


But Wait, There’s More!

Markets definitely took some body blows last week but managed to survive OK. Optimism, both in stocks and bonds, seems ... Read More


Rough Week

The FOMC meeting saw no change in rates, but markets got hit pretty hard. What happened? The primary surprise was ... Read More


What Now?

Last week had a lot of data, but stock markets didn’t really move? Was the data meaningless? I don’... Read More


Inflation and the Big Week Ahead

There’s a lot going on this week, but the CPI report on Wednesday morning probably has primacy. Until last ... Read More