Weekly Market Pulse: Rational Exuberance?
Special Note: I'm in Miami this week, a mix of business and personal. I lived here for 30 years and we raised our family here but we moved to South Carolina a little over 3 [...]
Weekly Market Pulse: An Economic Overview
Over the last two years, the evolution of the US economy has been driven by a return to “normal”. The distortions of the response to COVID had a profound impact on the economy that I [...]
Market Morsels: The Best Contrarian Indicator
Government investments rarely work out the way they are supposed to. From Solyndra to California's High Speed Rail project to the Big Dig to the UK government selling off gold at the lows at the [...]
Weekly Market Pulse: Dare To Be Different
I skate to where the puck is going to be, not where it has been. Wayne Gretzky I took my wife to dinner Saturday night at a local, boutique hotel. The Willcox Hotel was established in [...]
Market Morsel: Expectations Are Not Predictions
Longer term, I think there are more significant reasons to expect a weaker dollar, starting with our politicians’ (of both parties) newfound infatuation with industrial policy. Government-directed investment may create activity but long-lasting benefits have, [...]
Weekly Market Pulse: Are We There Yet?
How far can this rally go? Should we be locking in some gains? That's a paraphrase of questions I've been getting from clients recently. It does seem as if the stock market goes up every [...]
Weekly Market Pulse: Artificial Intelligence?
Nvidia reported earnings last week and they were, to be sober about it, incredible. Total revenue rose to $22.1 billion for the quarter, up 22% from last quarter and 265% year-over-year. Data center revenue, which [...]
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