Pondering Investment Themes After The Russian Invasion
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So much for returning to normal. I had hoped that easing COVID restrictions would supercharge economic growth this year. Many affected industries and markets …
Read MoreRising Rates And Volatility Might Create Future Opportunities
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Catching inflection points is the holy grail of trading. It’s what makes investing lore. From shorting the 2005 housing boom or skyrocketing technology stocks …
Read MoreCheap Fed Liquidity Forestalls Deleveraging & Entices Debt
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Powell’s Real Choice: His Reputation Or Esteem—Part 3
The following is Part 3 in a series outlining my belief that central banks and fiat currency …
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Why I’m Waiting For The Fed To Pivot
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So far, my 2023 investing looks just like 2022: lots of waiting. I’m not waiting for a recession to pass or for …
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