Here are some things I think I am thinking about: 1) Good bye Transitory, we barely knew you.  Jerome Powell says the Fed should “retire” the term “transitory”. I like [ … ]

I had never watched a Sotheby’s auction live so I really didn’t know what I was getting myself into, but boy was this exciting. So, long story short – a [ … ]

Here are some things I think I am thinking about. 1) Shadow Stats Debunked! It’s been a huge couple of weeks here at Pragmatic Capitalism when it comes to official myth [ … ]

John Authers has a fantastic piece in Blomberg discussing the return of the Greenspan Conundrum. This is something I’ve mentioned many times in the last few months. I won’t try [ … ]

Here are some things I think I am thinking about. 1) Government spending staved off a much worse scenario. The inflation surge is sparking some heated discussions on the economy [ … ]

As I get older I am trying to do a better job of seeing both sides of all arguments so I am not tone deaf to the very real problems [ … ]

People often ask me: “What’s the point of owning bonds with interest rates so low?” I’ve heard this question for most of my career and while the risk profile of [ … ]

Inflation is all the rage these days and it’s pretty much all I’ve been talking about lately. Here are some good resources I’ve produced in the last few weeks on [ … ]

One of the interesting things about going through the process of building an asset management company is that you can get bogged down in the regulatory weeds about the meaning [ … ]