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


Different Year, Same Stuff

I’ll always remember the stock market in 2000. That’s the first year I was a portfolio manager, and what ... Read More


Big Tech Eats World

Big tech is awfully interesting. They keep on getting bigger and bigger, even when the fundamentals aren’t. At this ... Read More


Mission Accomplished?

With the Regional Banking ETF (KRE) up over 6% on Friday, is everything OK? Of course not. KRE was still down 10% ... Read More