Divine Introspection – Crafting The Clearest Crystal Ball
Does anyone feel the need to take a vacation? 2018 will go down in history as one of the most … Read more
Does anyone feel the need to take a vacation? 2018 will go down in history as one of the most … Read more
Whither stagflation? Say it isn’t so! Like it or not, the unrounded core inflation for January came in closer to … Read more
Dear friends, This morning, I looked up to the sky and saw a lone goose flying due north. The thermometer … Read more
Is it finally ‘go time’ in the bond market? For the moment, the answer is a strong maybe. The yield … Read more
It’s official…for a second time around. At least that’s what the CNBC headline said: Fed Chair Nominee Jerome Powell Wins … Read more
Are you a grasshopper or a weed hopper? A subscriber recently chided me for succumbing to that which I deride … Read more
Welcome to the year of the crosscurrent. Expect for the ride to start out and stay bumpy, especially after landing. … Read more
It’s the most wonderful time of the year, and also the most littered. Inboxes overflow with direct marketing from purveyors … Read more
You have to ask yourself about the world we live in when Bloomberg sees fit to run a segment titled, … Read more
Here’s a news flash: “We don’t want a boom-bust situation.” If you’ll pardon the cynicism, Janet Yellen has chosen now, … Read more
It started out kinda ‘Crazy,’ in 1961 to be exact. A 20-something-year-old bass player by the name of Willie Nelson … Read more
“I know nothing! I see nothing! I hear nothing!” So light was Hogan’s Heroes, one could easily forget the sitcom, … Read more
Asian Fusion’s got nothin’ on Chef Caveman. Q1 2017 – Huge Page Of Hedge Fund Letters, Conferences, Calls, And More … Read more
There is a delicious liberation in having nothing to lose. That profound realization quickly comes into focus for those who … Read more
While exceptional exceptions exist, history’s shown superb sitcom sequels to be scant. With any luck, you’ve long since forgotten the … Read more