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MARKETS TRADING
More investment mistakes arise from a dogmatic mindset than from uncertainty and confusion.
STOCKS HISTORY
What if the stock market crash this year was an intervening cyclical top within a contrasting secular uptrend?
MARKETS ECONOMY
We are still early in this carnival of wild speculation.
STOCKS Mood tech
“The best players in this kind of market have not passed their twenty-ninth birthdays. This is a Kids’ market.”
ECONOMY private equity credit
Private equity is the sophisticated laundering of assets and debts.
What makes us unable to invest with pure awareness is our warped relationship with time.
There’s enough in the public realm that can unnerve investors. We advise caution near term.
POLITICS race inequality
“Black America is a fragile state embedded in the greatest superpower the world has ever known.”
POLITICS race
Having a Black president in the White House was not a sign of racial progress. On the contrary, President Obama was a “political outbreak” and America needed to return to its supremacist roots.
Acts of social inertia will keep the society more like it was than like the dramatically changed society that many will celebrate.
