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Category: Opinion

Doubt

Our country, whether people are willing to admit it or not, has deep structural problems that require deep thinking and broad support to solve them. For decades both parties have presided over […]

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Shrinkage

Political analysis in context of markets is always difficult and fraught with interpretation issues especially as everyone has their own lens of things and the current political climate is highly tense and extremely […]

Empty Promises

Markets have been on a tear since election night. The principle reason: The perceived notion of another set of stimulus packages hitting markets during the next presidency. Specifically the notions of corporate […]

Unplugging

I’d like to take a moment and express my appreciation and gratitude to all your well wishes. I literally received almost a thousand messages and I feel bad for not having been able […]