The Similarities & Differences Between Today & The GFC
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I’ve said it before, 2023 has been a heck of a year. In just five months, four large regional banks and one …
Read MoreMarkets Are Reteaching Centralization’s Dangers
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Note from the author: I use the terms stability and instability throughout this article. However, resiliency and fragility, respectively, more accurately describe the phenomena …
Read MorePondering 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 MoreChinese Investment Markets Reveal Their Fatter Tails
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I’m truly shocked to watch events unfold in the Chinese investment markets. Throughout the year, the Chinese Communist Party (CCP) progressively restricted freedoms of …
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There Was An Old Bank Who Swallowed A Rule
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To this day, banking confuses many. The industry’s myriad of jargon and regulations can understandably perplex casual investors; however, they also confound experts—even those specializing in …
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