PinnedHow A Secular Decline BeginsLast week we received some sad, no tragic news. Delivered in that unique way we do on Wall Street, absolutely without emotion, just the…Mar 16, 2023A response icon43Mar 16, 2023A response icon43
PinnedThe Ukraine TellIn the game of poker, it’s called a tell. A tiny twitch, a blink, or slight movement tells the seasoned observer that something is not as…Feb 17, 2023A response icon24Feb 17, 2023A response icon24
PinnedHow A 28-Year-Old Financial Trap Is Exploding NowSpecial Thanks to Dave Coker, over at Medium, for his comments on how US Federal Government Debt has a very short-term maturity.Jan 9, 2023A response icon21Jan 9, 2023A response icon21
PinnedOminous Things Are Happening In UkraineTerrible things happened in Ukraine last week, things that are likely to set the future course of this conflict. Unfortunately, these…Jan 17, 2023A response icon77Jan 17, 2023A response icon77
PinnedMy Grandfather’s Incredible Advice On Working Past 65My Grandfather retired in 1958. For most of his career, he worked for the Atlantic Richfield Company, now known as ARCO. When he retired…Mar 29, 2023A response icon16Mar 29, 2023A response icon16
Are The Shelves Stocked? How Tariffs Disrupt The Retail Business ModelAlthough it seems like there are many things that America doesn’t get quite right — there’s too much crime and too many drugs, to name a…4d ago4d ago
The Worldly And The Other-WorldlyWe live in a worldly world. This is an obvious truism that most of us take for granted. Everything we know and measure is here and now.May 9May 9
When the Grand Strategy Meets Your WalletIt’s been a month since “Liberation Day,” the day that President Donald J. Trump announced that we would emerge from the oppression of…May 5May 5
Financial Market Review for Q2, 2025Relatively few investors are day traders, yet most of the technical market indicators are computed daily. This leads to a very myopic…May 1A response icon1May 1A response icon1
What’s Behind President Trump’s Tariff Policy?For over half a century, China has produced items that American consumers want to buy, from early, inexpensive toys and gadgets to today’s…Apr 24A response icon6Apr 24A response icon6