It’s been awhile since I have had a blog post with a lot of charts and graphs. This is largely because my typical source for these, www.thedailyshot, had been off line for a long period of time.
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It’s been awhile since I have had a blog post with a lot of charts and graphs. This is largely because my typical source for these, www.thedailyshot, had been off line for a long period of time.
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When I was in Abu Dhabi, I was on a panel for one of the breakout sessions focusing on global interest rates. And while there was a resource from Oxford Economics brought in to give a presentation, I couldn’t resist making my opinions and beliefs known since interest rates are one of my obsessions.
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🎸 Don’t Look Back in Anger — Jerome Powell’s Pivot Ballad
Subtitle: A Fed Chair’s Lament in the Key of Regret
Intro: Leadership flows best when it’s adaptive,
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Fed Chairman Jerome Powell gave his annual Jackson Hole address last week. It’s almost assuredly his last one and is a fitting end to his tenure as it remained consistent with his personality and approach which is to be measured and flexible versus narcissistic and dogmatic.
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I recently read a summary of an interesting piece of research that is somewhat counterintuitive at first glance but upon deeper reflection makes more sense and it’s the cornerstone for one of life’s great metaphors, you’ll see what I mean.
Little Bets -What We Can Afford to Lose vs.…
A blog for the curious skeptic –
There’s nothing new under the sun
(or at least very little)
I’m a big fan of newspaperarchive.com. I have a rather anti-social hobby of often going back and reading old newspaper articles. Occasionally I come across some worth sharing. The following is one written on March 18,
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I’m on a bit of a slippery slope here. I take pride in producing a weekly blog almost without fail for the past 12 years. There are times when I am scratching my head for ideas or not feeling super inspired to write.
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The bond market detests Donald Trump’s approach to tariffs.
Equally importantly, it appears that much of the American public does as well. This chart should scare Donald Trump as independent voters are now very concerned about inflation spiking in the near future.
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I have written a lot over the years about how global events and markets often follow the path of how one of Hemingway’s characters said he went bankrupt.
“How did you go bankrupt?”
Two ways.
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Note: I was so absorbed in writing this blog while waiting for my connecting flight home at the Phoenix airport that I only realized after it was too late that I was at the wrong gate and that my flight was changed to a different gate in another terminal.
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