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Category Archives: Uncategorized
Market Generals in Retreat: Blood Beneath the Surface
Below is a table of the casualty list of the market’s generals, the stocks that have lead the bull market to recond highs and are now nursing wounds of their own. Some have suffered more than a routine flesh wound. … Continue reading
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QOTD: Surfin’ USA
QOTD: Quote of the Day Everyone knows a wave is coming, the only question is size. Will it wash away buildings on shore or leave them standing? Will it be towering or tallish? – Peggy Noonan, WSJ
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The 2026 Midterms: A Blue Tsunami Cometh
Midterm elections are often described as a referendum on the sitting president. History suggests that description is well deserved. From Reconstruction in 1866 to the Republican Revolution of 1994, midterm elections have repeatedly reshaped the balance of power in Washington … Continue reading
QOTD: Fake Rich People
QOTD – Quote of the Day A recent report byEmpower, a major financial services company based in Colorado, found that 24 percent of Gen Zers experience intense pressure to display material wealth on social media, even as 41 percent of … Continue reading
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The $10 Trillion Bet: AI Capex Is Now the Macro Story
A new Wall Street Journal piece by Konrad Putzier and Justin Lahart (“The AI Build-Out Is Becoming the Biggest Economic Bet in U.S. History,” Sept. 23) puts hard numbers on what our website has been flagging for a while: the … Continue reading
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Tagged AI, Artificial Intelligence, finance, Investing, Technology
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My 9/11 Story, 25 Years On
It was early August 2001 when I asked my wife if we should fly into Washington, D.C. a few days early before my best friend’s wedding. He was planning to marry his sweetheart on September 16, 2001, at St. John’s … Continue reading
Global Bonds Are Sending a Memo — Are Stocks Listening?
Global sovereign bond yields just hit their highest level in nearly two decades. A Bloomberg gauge of global bonds climbed to 3.72% on Monday, the highest since mid-2008, marking a fourth straight session of increases. Ten-year Japanese government notes touched … Continue reading
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