To be or not to be? That is the question:Whether ‘tis nobler in the mind to sufferThe slings and arrows…
December 30, 2020
Hubris
For the last twelve years, borrowers and financial markets have enjoyed the benefits of record low interest rates. Moreover, official…
The Fragile Bull
A strong stock market is often equated with economic vitality. It has been an article of faith that as the…
Seeking Balance
One year ago people across the globe wished for nothing more than to return to normal. The pandemic had thrown…
The Fed’s Nemesis Returns
The one economic factor that western countries have been able to comfortably ignore for years is inflation. Since the early…
Siren's Song
Wall Street has become captivated by the prospects for easy money. News articles are filled with stories of individual stocks…
The Madness of Crowds
“Men, it has been well said, think in herds; it will be seen that they go mad in herds, while…
Bubble Watch 2021
One of the greatest positives to come out of 2020 is the impressive development of covid vaccines. From virtually a…
Addicted to the Cure
Investors got a double dose of good news to start November. First, the lengthy and acrimonious presidential election was finally…
Election Night Special
Investors of all stripes are trying to handicap the outcome of the US presidential election, now only 35 days away. …
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