Non-Fundamental Factors

  I generally try to stay away from getting into the weeds of what happens in the market, as it’... Read More

 

Busy Times Ahead

We’re certainly going to start of the second half of the year with quite a lot going on. Earnings ... Read More

 

Party Like It’s 1999

The Nasdaq 100 (QQQ) had the best-ever start to a year in its history, up 39%. Why did this happen, and more ... Read More

 

Shall We Play A Game?

So, there was a mutiny, or something, over the weekend in Russia. What happened? Yevgeny Prigozhin, head of the private ... Read More

 

Narrative Driven Investing

So far this year, the market has done better than expected, due almost exclusively to excitement in AI. Honestly, we’... Read More

 

Big Week

I will always remember March 10th, 2000, because that’s a day the world changed. There wasn’t an obvious reason ... Read More

 

What Now?

The debt ceiling ended up being resolved pretty easily. While the more extreme positions on both sides of the aisle ... Read More

 

Debt Ceiling Debate

There’s a deal! There’s not a deal! Does it really matter? On Saturday, House Republicans and the White ... Read More