On Tuesday afternoon, I experienced a wave of anxiety over my market positioning. I own long term treasuries, consumer staples and other defensive stocks and am short many of the large tech stocks that have been powering the market higher…
It’s been a few days since last Thursday’s stunning reversal giving us some time to sort out what it means. As predicted some found technical analogies to support the idea that the price action suggested a bottom was near. The…
I just finished Irv and Marilyn Yalom’s book A Matter of Death and Life (2021) about Marilyn’s death from cancer and Dr. Yalom’s struggle to continue on after. In alternating chapters, Irv and Marilyn write about her decline until death…