12/13/21
Santa’s Sleigh & Biden’s Helicopters
12/06/21
The Economy Is Booming
11/29/21
The Omicron Panic
11/22/21
The Genie Is Out of the Bottle
11/15/21
Inflation: Blast from the Past
11/08/21
Transitory or Persistent?
11/01/21
Greenwashing in Glasgow
10/25/21
Phillips Curve Making a Comeback?
10/21/21
Economic & Financial Outlook
10/11/21
Lots of Good News About Jobs
10/04/21
A Spell of Stagflation
9/27/21
What Are the Odds?
9/20/21
What’s the Matter?
9/13/21
Not So TransitoryAfter All?
9/07/21
Let’s Get Real
8/30/21
Some Thoughts on Valuation
8/23/21
Red Flag
8/16/21
A Long & Winding Road
8/09/21
Man of La Mancha
7/26/21
Longest Bull Market On Record
7/19/21
Depersonalization-Derealization Disorder
7/12/21
Variants & Other Strangers
7/06/21
Earnings-Led Slo-Mo MAMU
6/28/21
The Facts of Life & Death
6/21/21
Stocks, Inflation & The Productivity Portfolio
6/14/21
The Greatest Punchbowl on Earth
6/07/21
Can Washington Lift Wages?
6/01/21
More Inflation Ahead
5/24/21
Not That ’70s Show
5/17/21
Inflationary Boom or What Else?
5/10/21
Bad & Good Inflation News
5/03/21
Taxing Matters
4/27/21
Inflation: The Japanese Model
4/26/21
New World Disorder
4/19/21
The Off-the-Charts Economy
4/12/21
Rocket Fuel
4/05/21
Floating on a Sea of Liquidity
3/29/21
From the 4Ds to the 5Ds!
3/23/21
Free Money Boosting Earnings
3/22/21
No Relief for Bond Vigilantes
3/16/21
Inflation: Asking for Trouble?
3/15/21
Clash of the Titans
3/10/21
Tech World
3/08/21
Powell Deputizes Bond Vigilantes
3/01/21
Bond Vigilantes: They’re Back
2/22/21
Getting Hotter
2/16/21
Good vs Bad Endings
2/08/21
Earnings Season’s Greetings
2/01/21
Gamesters vs the Dynamic Duo
1/25/21
The Checks Are in the Mail
1/19/21
MMT on Steroids & Speed
1/11/21
Party Like There’s No Tomorrow
1/04/21
Three-Front War