Blog Archives

Only Time Will Tell: Hedging Ahead in the Expectations of a Shifting Fed

Only Time Will Tell_ Hedging Ahead in the Expectations of a Shifting Fed

I hope everyone had a wonderful Thanksgiving. I’ll pivot back to Jay Powell and the Fed from Pete Townshend and The Who. Two of my favorite subjects 🙂

The minutes of the Fed meetings that took place November 1-2 were released last week.

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Four Years Later: Pain, Loss, Growth, and the Wisdom of Nick Cave

Gary pain loss

I’m writing this sitting on a massage roller because I am dealing with some persistent hip and back pain. The unfortunate byproduct of this is that it has become very difficult to play tennis because each time I plant my left foot with any kind of force there is shooting pain is triggered in the left hip.

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All Roads Lead to the Fed

All roads lead to the Fed

I was traveling internationally last week for some meetings in London as well as a side visit to Paris prior to Chunneling it to London. While I was hoping to discuss Paris this week, given limited time and the market’s reaction to last week’s CPI report,

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Biden vs MBS

President Biden Saudi Arabia Crown Prince Mohammed Bin Salman (MBS)

The Post Millennial Peter Doocy_ _The President says no one F's with a Biden, but it appears OPEC+ has

President Biden was caught on a hot mic when visiting Florida telling the mayor of Fort Myers that “No one Fs with a Biden.” As the tweet above shows, however, it appears that OPEC+ is doing just that. The question is, what will Biden do about it?

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Lag Effects and the Kamikazi Fed

Kamakazi Fed

One of the things that I periodically do with my trainer are exercises that focus on getting my heart rate to 80% of its maximum after starting at 75%. It’s done to stress the heart and to see how quickly it can recover. I have used an exercise bike and versa climber to facilitate this,

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To Russia with Sanctions

Russia Sanctions Russian Economic Sanctions

I have had somewhat of a morbid fascination trying to ascertain the impact of sanctions on the Russian economy and everyday life. Information hasn’t been that easy to come by. The most public evidence that Russia has been holding up comes from still robust revenues from energy exports and the surprising strength of the ruble.

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Liquidate Labor

Jobs Labor 3.5% Unemployment

“Liquidate labor, liquidate stocks, liquidate farmers, liquidate real estate. It will purge the rottenness out of the system. High costs of living and high living will come down. People will work harder, live a more moral life. Values will be adjusted,

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Health Hack Habits

Last week was very busy as I was in Austin for most of it to attend and present at our first company national meeting since 2019. The trip also included participating in two advisory board meetings. In order to meet my weekly blog commitment,

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Space: The Final Frontier

Space the final frontier

There’s nothing like a challenge to focus one’s mind, attention, and organization of one’s life to meet that challenge. I was playing doubles last Tuesday night and right before the match, I received a text from someone who I play singles with fairly regularly.

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Pressure Is A Privilege - Inner Excellence, Tennis, and Putin

Rafael Nadal

I had the distinct pleasure to once again attend the last three days of the BNP Paribas tennis tournament at Indian Wells. I purchased tickets for the quarterfinals, semi-finals, and finals for both men and women for singles and doubles. I love to observe the players in action to study how they approach their craft and adapt to different situations,

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