09/03/24
Someday, There Will Be A Recession
08/26/24
Powell’s Latest Pivot Won’t Be His Last
08/19/24
Get Ready To Short Bonds?
08/12/24
No Recession In Earnings Or In Disinverting Yield Curve
08/05/24
Rolling Into A Recession?
07/29/24
Gold Medals
07/22/24
Dueling Views
07/15/24
Immaculate Disinflation!
07/08/24
It’s Still A Bull Market Until Further Notice
07/01/24
Inflation Heading Toward Soft Landing
06/24/24
Bull Tramples Even Wall Street’s Bulls
06/17/24
The Phillips Curve Ball
06/10/24
To Tell The Truth
06/03/24
Earnings Tales
05/28/24
Will There Be Peace In Our Time?
05/20/24
Dow 40,000 & Counting
05/13/24
Are Consumers Cracking?
05/06/24
Almost ‘Everything’s Coming Up Roses’
04/29/24
Stagflation? Not!
04/22/24
House Of Mirrors
04/15/24
Inflation: The Ugly, The Good & The Bad
04/08/24
Hooray! The Recession Is Over
04/02/24
The Amazing Flying Machine
03/25/24
Another Post On Our Post-Modern Monetary Theory
03/18/24
Post-Modern Monetary Theory
03/11/24
‘Pent-Up Exuberance’
03/04/24
The Elephant (& The Donkey) In The Room
02/26/24
The Roaring 1990s: Déjà Vu All Over Again?
02/20/24
Earnings Bullseye, More Bullish Targets & More On Meltups
02/12/24
Why Were Economists So Wrong?
02/05/24
Productivity Is Roaring Back
01/29/24
Fairy Tales Can Come True
01/22/24
Let’s Party Like It’s 1999!
01/16/24
Powell’s Inflation Nightmare
01/08/24
The True Story About Long & Variable Lags
01/02/24
A Dozen Reasons To Be Bearish In 2024 (Not!)