2025 Forecast
Bananas
Where’s The Grinch When We Need Him?
Walking the Plank
Syria
Death By DEI
$100,000
Times Are A-Changin'
Never Again?
The Voters Speak
Debt and Deficits
More Trouble for Icahn
Corporate Credit Bubble
Fed Cut Too Much?
Cats and Dogs
Frederic Jameson RIP
Pouring It On
War is Peace
50
Golden Age
25 or 50?
Lawless Fed
Count on 25
Icahn Still Falling
Icahn Under Pressure
Bullishness Is A Contarian Sign
Catastrophe Theory
Bitcoin/Gold
Circular Firing Squad
Anti-Economics
Forget 50 Basis Points
B Riley Bites the Dust
Russian Waterloo?
Hollywood Babylon
Melting Ice Cube
The Mean Season
Global Sell-Off
Correction to “Uncertainties”
Uncertainties
Venezuelan Election
FAANGs Bite
Bond Market Whispers
Order In The Court
Small Portions
Glass Houses
NVDA To The Moon
The Color of Money
Higher For Longer
Quick Note to Readers
The Meaning of Money
Cut and Run
CRE Signals Trouble
Chasing Our Tales
Fiat Follies
Foolish Consistencies
BAANGs not FAANGs?
Fed Holds The Line
Davos Man, He Dead
Elon Wants More
Flying Over the Cuckoo's Nest
Low Expectations
Fool Me Once
Tipping Point
Weighty Matters
Buckle Your Seatbelts
