Monthly Archives: February 2022

Why Is The Stock Market Rallying?

#CKStrong It’s always a mug’s game attributing short-term market moves to any one factor but we drink from many different mugs, so here it goes.  We sent this out to some of our subscribers over the weekend: If no Ukraine … Continue reading

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Nonlinear Thinking: How AI Will Transform Healthcare

#CKStrong AI has the power to transform health care. From more efficient diagnoses to safer treatments, it could remedy some of the ills suffered by patients. – Economist

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One Of The Best Investments Of 2022

#CKStrong If crypto and NFTs are considered “investments,” I certainly have the liberty to call the following an “investment.”  One of the unintended consequences of our speculative culture: everything and all things morph into an “investment.” My 30-something in-house nurses … Continue reading

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TOTD: Monetary Overdrive

#CKStrong TOTD = Tweet of the Day #CKStrong@Carol_6890 @gregorymckenna @GTCost Some U.S. policymakers don’t understand why inflation is global, and use it to rationalize policy. Right here 👇🏽, folks. The bathtub runneth over. Can’t wish it away. Got to turn … Continue reading

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Big Inflation In Super Bowl Ads

#CKStrong The cost of a 30-second Super Bowl LVI is up over 16 percent year-on-year after being flat to down for the past several years.   Blame it on the supply chain?  What supply chain?  Why is the Super Bowl charging … Continue reading

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The Crypto vs Dot.com Super Bowl

#CKStrong Remember the 2000 Super Bowl at the peak of the dot.com mania, where newly minted dot.com companies spent most of their entire IPO proceeds to buy Super Bowl commercials to generate “eyeballs” to their websites to drive their stock … Continue reading

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Best Super Bowl Prop Bets

#CKStrong A prop bet – or proposition bet – is a wager that doesn’t necessarily correlate with the outcome of the championship game. Instead of betting on wins and losses, total score or point spread, you would bet on things … Continue reading

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Inflation Rages While The Fed Prints

#CK Strong The CPI came in hot, hot, hot for January at 0.6 percent, exceeding expectations. Yet the Fed is still pumping, adding a total of $123 billion into the economy in 2022, which should end soon. What the heck? … Continue reading

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Sufficiently Inefficient Efficient Markets

#CKStrong  The efficient market hypothesis (EMH) says that prices reflect all available information. This leaves a lot of room for interpretation. Should asset prices be set by rational investors whose only concerns are systematic risk1 and expected returns? It seems … Continue reading

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So You Think The Stock Market Is Volatile?

#CKStrong It’s all relative, folks. Thus far in the new year, there have been 25 trading days, of which six days have had moves on an absolute basis of over 1.5 percent (both positive and negative). During 2021 the average … Continue reading

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