I Predicted Global Recession Before It Was Cool

Part of good investment management involves focusing on what’s important. There’s plenty to do, and you don’t ... Read More

 

Equity Risk Premium

Equity Risk Premium (ERP) is the excess return that investing in the market provides over the risk-free rate. That excess ... Read More

 

Message Received

Markets went from riding high to feeling low, last week. What happened? You can look at a variety of things, ... Read More

 

Be Like Water

There’s a lot of prognosticating going on, as there’s been a lot of volatility. There’s also quite ... Read More

 

Wen Lambo?

For those who think I may have lost my mind, first, you may be right. Second, the phrase in the ... Read More

 

Process First

Here’s the thing: the future is unknowable. That’s problematic, as this job is based on predicting what’s ... Read More

 

Stimmies

We’ve had another nice bounce, and once again, some are wondering if we’ve seen the bottom of the ... Read More

 

The CPI Disaster

The market, appropriately, focuses on Core CPI, because that’s what the Fed says they look at. Core CPI saw ... Read More