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Tues@11



Anticipating the anticipations of others
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Ratings Game
When Donald Trump was just a bombastic TV star and not an existential threat to world order, he would use the Nielson ratings service as...


Blissfully Ignorant
If ignorance is bliss, Floridians must be the happiest people on earth. Despite the threats presented by the tariff chaos and the defacto...


Two Paths
Inflation expectations can vary significantly depending on who is doing the talking. Republicans and Democrats are apparently hearing...


30 Days in the Hole
Sorry, but I'll use any excuse to feature a classic rock icon in my blog. This week's submission is Steve Marriot of Small Faces and...


Whale Watching
I love being on the right side of the market - even if it's for the wrong reason. I have been advocating for a broadening out this year,...


Tied to the Whipping Post
I've been run down I've been lied to And I don't know why I let that mean woman make me a fool She took all my money Wrecked my new car...


Entry Point
With the average stock trading lower than just before the election and Treasury yields pricing at a higher terminal level, it's time to...


Crocodile Rock Star
Jensen Huang Jensen Huang, frontman for the artificially intelligent band at Nvidia, performed last night for a breathless crowd of...


Polar Bear Dip
Tomorrow, many polar bear dips will mark the new year. Plunging into equities now is similar to jumping into cold water, especially after...


Naughty & Nice
As we ended 2023, the jury was out on the U.S. economic soft landing. The Fed had mused about relaxing policy rates, but the debate...
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