Category: Opinion

2018 Crystal Ball Predictions

Let’s have some fun with predictions shall we? I even brought my crystal ball and magic sparkly chest hair ready to muse about the known unknowns and unknown unknowns. What are those? […]


The Debt Beneath

Debt is irrelevant and matters not. It’s different this time. That’s the message from politicians, markets and participants. Tax cuts pay for themselves (they do not), leverage doesn’t matter (it does) and […]

Quick Takes

Today’s Quick Takes: Once-Hot Apartment Construction Cooling as U.S. Housing Engine Artificial intelligence and the stability of markets QT: The long standing trend of computerized program trading may indeed squash volatility forever. AI […]