Influential Reads – November 2022
Reading Time: 2 minutes “Nothing gets people to look the other way like easy money.” – Does Not Compute, Collaborative Fund I am very tired of seeing articles about […]
Bears Watching: Housing
Reading Time: 2 minutes This draft has been sitting in my folder for a couple months now. And is possibly some bandwagon jumping. Although at least I have been […]
Another Prediction
Reading Time: < 1 minute There’s a lot of commentary out there about how forecasting is fruitless. Fruitless but fun. So, let me call another peak (I called a couple […]
Influential Reads – October 2022
Reading Time: 3 minutes “If you stick to a path that is no longer worth pursuing, whether it’s a relationship that isn’t going well, or a stock that you’re […]
That’s A Bunch of…
Reading Time: < 1 minute “Rep. Marjorie Taylor Greene (R-Ga.) recently attacked Transportation Secretary Pete Buttigieg for trying to “emasculate the way we drive.” Asked about the remark, he said […]
Influential Reads – September 2022
Reading Time: 3 minutes “When you are a Bear of Very Little Brain, and you Think of Things, you find sometimes that a Thing which seemed very Thingish inside […]
Bear Market Rally?
Reading Time: < 1 minute Yes, that was a bear market rally. Next question.
Bears Watching: That Sound
Reading Time: < 1 minute Multiple choice question. That giant sucking sound you hear is: The Fed reducing its balance sheet (i.e., quantitative tightening). Enormous amounts of paper gains in […]
Influential Reads – August 2022
Reading Time: 4 minutes “So much advantage in life comes from being willing to look foolish in the short term. ” – Farnam Street Happy Labor Day. After you […]
Bears Watching: Climbing Yields
Reading Time: < 1 minute The [relatively] incredible rise in yields continues, and appears to be moving out the yield curve. Still inverted, of course. But getting less so. And, […]