Flagging growth, depressed earnings, the risk of rising Covid-19 infection rates and unprecedented US election risk are forces that not even
Fasten Your Seatbelts
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Head Fake
The S&P 500 is down more than 7% in September, the Dow Jones 6% and the Nasdaq Composite more than 10%, into correction territory.
The Times, They Are a-Changin’
Bob Dylan’s lyrics resonate today against a backdrop of social and political unrest unlikely any time seen since he penned them. And even
The Cruelest Month
September, and October, will probably contain a few nasty surprises. Get ready.
Chadwick Boseman Tribute
A Marvel Tribute to Chadwick Boseman
Politics, Just Not Now
The choices voters will make in the US, Germany and Japan, could not be more consequential. No less may be at stake than the fate of liberal
In the Shadow of the Tetons
This week, this missing Tetons will cast a metaphorical shadow over the Fed deliberations. The reason for their absence will be a powerful
What is the Market Telling Us?
Now that the world’s benchmark equity index—the S&P500—has closed in on its pre-pandemic and all-time highs, it’s useful to carefully
No Time For Complacency
Despite a deep global recession, double-digit declines in worldwide corporate profitability, rising geo-political risk and no effective long-term
John Lewis’ Final Words
In a special Last Word, Morgan Freeman reads the words of John Lewis’ final essay, which he requested be published in the New York Times
Extrapolation Risk
Despite a shellacking from Congress during public hearings, a day later the biggest information technology stocks delivered mostly robust
Horror Show
Investing is not, statistically speaking, a horror show. But at discrete intervals, it can be useful to keep an ear out for dissonance.