Recent Articles By The Author
The U.S. economy's next recession has already been scheduled. We just don't have a specific quarter just yet.
Rise and shine, my faithful friends, because it doesn't look like equity markets are very interested in doing so right now. One good cup of Joe and off, we're ready to go. First push-ups. Then some sit-ups. Can't do that. Do something you can do. No...
What caught my eye? Growth. Growth to the left, growth to the right.
The U.S. evacuation of Kabul is not really a market story, but it is deeply embarrassing, and an obvious weight upon sentiment.
I understand being unable to offer any kind of full year guidance in this environment, but I don't like it with two quarters in the books.
A wall of liquidity seems to absorb every dip. But there are also enough reasons to be ever vigilant.
The negative economic impacts from the spread of the Delta variant of the SARS-CoV-2 virus are becoming apparent everywhere.