What is a bubble and how can we identify one before it pops? Better yet, can we profit from it?
Thought Leadership
What I Care About This Week | 2023 Mar 20
Banks are struggling, the Fed makes an interest rate decision this week, a recession might be coming so what's the plan, and a look at small business CAPEX.
What I Care About This Week | 2023 Mar 13
An old-fashioned run on the bank caused the second-largest US bank failure in history, the shift in rate expectations, and how a bank run happens (and how to stop it).
What I Care About This Week | 2023 Mar 6
We get data on jobs this week, the economy remains difficult to get a read on, I'm still in a cautious wait-and-see mode, is the stock market a gamble, and a look at how standards of living have declined in recent months.
What I Care About This Week | 2023 Feb 27
A light data week, I have a pet theory in Real Estate, and are RomComs due for a comeback?
What I Care About This Week | 2023 Feb 20
Earnings season is about done, and it wasn't great. Investors are reassessing the path of the Fed, markets feel a bit "toppy", investing ethically, and a look at the Misery Index.
What I Care About This Week | 2023 Feb 13
Earnings season continues its disappointments, inflation and other important data posts this week, why the Fed dominates conversations, and a look at earnings by sector.
What I Care About This Week | 2023 Feb 6
Lots of data last week, earnings are not good, let's talk about gold, and a look at the frequency of 25% drawdowns.
What I Care About This Week | 2023 Jan 30
What a week this will be! Lots of data, the Fed, and earnings. I'm cautious about markets, let's talk about retirement, and earnings by sector.
What I Care About This Week | 2023 Jan 16
Earnings season has begun, inflation is abating but a recession is likely, why the debt ceiling matters, and why the Fed matters.
What I Care About This Week | 2023 Jan 9
The services sector sees a contraction, markets expect a less aggressive Fed, why you should care about a recession in your portfolio, and a quick earnings preview.