The Golden State Warriors of the last 15 years – led by Steph Curry, Klay Thompson and Draymond Green – are one of the greatest dynasties in the history of the game. They rank right up there with the Magic/Worthy/Kareem…
Painting: The Romans In Their Decadence (1847), Thomas Couture There will be wars the like of which have never yet been seen on earth – Nietzsche, Ecce Homo (1888) Rome was not destroyed by external enemies, but by internal strife. The empire…
I wouldn’t be taking as big of a risk because of valuations. It’s terrifying how narrow the rally has been. You need growth to surprise to the upside. If not, high multiples can get compressed, and that can happen quickly….
Thursday was a disappointing day for the bears as there was no follow through below 5150 after the hotter than expected March CPI Report Wednesday morning. In fact, the market grinded higher all day led by mega cap tech. There…
The March CPI Report came in hotter than expected Wednesday morning with both headline and core increasing 0.4% from a month earlier – compared to expectations (and hopes) of 0.3%. As a result, stocks fell and the yield on the…
The moment has finally arrived: The BLS will announce the March CPI at 8:30am EST Wednesday. Trading has been subdued this week as investors position ahead of the report. While Tuesday was not a third consecutive inside day, its price…
Last Thursday the market opened strong only to roll over hard into the close. The S&P had a 100 point range of approximately 5150 to 5250. Friday was an inside day in which all of the price action took place…
In this blog I am aim to give a synoptic account of the structure of human knowledge and its implications for our contemporary scientistic worldview. When we think of knowledge nowadays, the first thing we think of is science. And…
When I was in college my best friend had a serious interest in economics. The only child of Indian immigrants, he had a deep need to become wealthy. Perhaps he felt that wealth would cause him to be accepted and…
Friday was an interesting day as the market rallied in the wake of the stronger than expected March Jobs Report. Technically, it was an inside day with all of the price action taking place within Thursday’s range. Therefore, Thursday’s range…