December 12, 2024 | Risk
Now… I am worried about the stock market. When I was in NYC, I was in the office of one of my hedge fund subscribers, and he comes in and says, “Doesn’t it feel as though something really bad is going to happen?
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November 21, 2024 | Sentiment
Stocks had a bad day last Friday. It’s tough to generalize based on one day of price action in the stock market, but it looks like reality is setting in.
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November 14, 2024 | Sentiment
Trump won, Republicans swept, and half the country is deliriously happy. Not that I don’t get it—I’m all for a pro-growth explosion of economic activity.
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October 3, 2024 | Sentiment
The people at the Federal Reserve keep telling me that we are headed into a recession. I don’t see it!
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September 19, 2024 | Risk
A couple of weeks ago, I wrote about how I thought the bottom in commodities was near. I think it happened.
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August 15, 2024 | Risk
I think we have heard enough about the yen carry trade, although that was certainly a contributing factor. Fine, we will rehash it here…
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