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Tues@11



Anticipating the anticipations of others
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B Wavelength
Welcome to the 'B' wave. Play it carefully if you dare. Last week seemed to turn the tide. Friday's tentative bounce followed through...


Dumpster Fire Sale
In my 50+ years of following the stock market (yes, I read the ROB in my teens), I don't think I've ever been more happy to see a stock...


Stag Party
Since the U.S. election, the Republican party has been in party mode. Flush with confidence from a narrow but decisive mandate, MAGA is...


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...
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