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Great Expectations

“Ask no questions, and you'll be told no lies.”

― Charles Dickens, Great Expectations

Strong economic data and stock returns this...

Michael Jordan teaches economics

In the 1990s, Spike Lee made a series of commercials for Air Jordan's featuring the contrast between the shoes and...

The Annie recession – always a day away

Tomorrow! Tomorrow! I love ya, Tomorrow!

You're always A day Away! - Annie

Exploring the role of artificial intelligence:

Nathan: Write me a two-sentence summary of what has driven tech stock returns this year.

Confidence

Our economy relies on the banking system to function. The banking system relies on your confidence that your bank will take care of your...

Bank Failure

The failure of Silicon Valley Bank (SVB) defined the month of March. SVB was the second largest bank failure in history (Washington...

Reality Check

Markets retreated this month after January’s strong returns.

• Minutes of the January 31 – February 1 Fed meeting reflected expectations...

A great start to the year

The markets breathed a sigh of relief in January. After finishing a difficult 2022 they launched into the new year on hopes...

Evaluating the rally

Two young fish meet an older fish, who nods at them and says, "Morning, boys. How's the water?" The two young fish swim along,...

Evaluating the rally

The market touched a new low in October and produced a strong rally for the rest of the month, and this positive performance...