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<p>"<em>I've done a lot of thinking about fear. For me the crucial question is not how to climb without fear - that's impossible - but ho...
<h2><strong>The Structural Underpinnings of the U.S. Economy Compared to FOMC Projections</strong></h2> <p>"Bull markets are born on pess...
<p>Are the Fed and central banks globally in a position to pull the liquidity rug from financial assets? In today's podcast, recorded on 6/20/2022...
<p>Major indices sustained significant damage this week, confirming a global economic recession is coming, along with more central bank surprises. Wed...
<h2><strong>Global Central Banks At The Crossroads</strong></h2> <p>"I've made a lot of money over the years looking at things real simple...
<h2><strong>The Capital Allocation Question</strong></h2> <p>"The market's very emotional but over time, doing something logical and syste...