Street Savvy

We’re 0 for 2 so far this year. Despite what appears to be an unprecedentedly solid backdrop for economic recovery, strong equity returns in the first ...

So, I’ll do my best not to use the name of “that company” in this update, given the media coverage overkill it received last week. But the fact that...

It is a bit peculiar that, in retrospect, 2020 has left those of us not directly affected by COVID with a lot to be thankful for. There seem to have...

Oddly, the title of an unrelentingly upbeat and...

After a pretty elated start to the month, equity markets pulled back sharply in the latter half of October. What had...

Can you hear that? It is the cacophony of US election drama growing loud enough that...

The positive, self-reinforcing dynamics explored in the last update still remain in place a month later:...

Financial markets have some interesting, self-reinforcing mechanisms. One example is...

As an interesting thought experiment, let’s answer two questions before rolling ahead with the update:...