A little over 10 years ago I sent out a research note to my clients saying that the financial crisis was entering a new stage and that policymakers were behind [ … ]

Here are some things I think I have an opinion about: 1) Fat Shaming Works for Me. I liked this thoughtful Tweet by Dr. Mike Simpson: I do not condone body [ … ]

Is it just me or does it seem like our politics are becoming increasingly polarized? The rise of the Tea Party, the Alt-Right, Donald Trump, Antifa, Bernie Sanders and the [ … ]

Buyback bull shit again….

Donald Trump says the stock market will crash if he is impeached: “I’ll tell you what, if I ever got impeached, I think the market would crash,”¹ Now, I don’t [ … ]

I recall watching a baseball game earlier this year in which the announcer said that Juan Soto of the Washington Nationals was the youngest player ever to hit a home [ … ]

I’ve been thinking about whether or not to write something about the crisis unfolding in Turkey, but there are much smarter people out there doing the legwork for me. Chief [ … ]

This is the only holy grail in investing….

Here are some things I think I am thinking about: 1) Shrinkage in the markets!  There has been a lot of chatter lately about the shrinking of the public markets. This [ … ]