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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. …

Our Bubble World

The Great Disconnect continues, thanks to the US Federal Reserve and their global central bank cohorts. Covid-19 has proven to…

Money For Nothing

Summer was supposed to be the season that helped deliver a knock-out blow to covid-19, and pave the way to…
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