Market Structure Insights
October 9, 2024
Forbes Magazine wrote in Feb 2009 that Warren Buffett is said to have observed, “You pay a very high price in the stock market for a cheery consensus.” On the other hand – you know about the one-handed economist – Baron Rothschild is credited with...
September 25, 2024
Tundra is spongy. So are stocks. Somebody facile with words is Peter Heller. Karen and I met him at a book-signing in Steamboat Springs. Things to do abound everywhere but I think one is more aware of them in small towns. We love our little...
August 28, 2024
They’ve been running the Palio in Siena officially since 1482 but the history goes further back. We were walking through the Lupa Contrada on the day of the race and I snapped a photo of a trainer walking the Wolf horse. Well, lupa means wolf...
August 7, 2024
Copernicus could help us pick stocks. In a sense, anyway. I’ll explain. Now, I don’t know what’s going to happen next. We did, however, write this July 24: Recognize this: It’s a mathematical impossibility for any meaningful rotation to occur from large caps to...
July 10, 2024
It’s worth stopping whatever you’re doing and observing what’s occurring on the planet. In South Africa, the African National Congress is out for the first time. Prime Minister Modi took a stunning Indian electoral shellacking. A wild-haired libertarian is disrupting Argentina. German incumbents wilted in...
June 12, 2024
High-frequency traders are data-dependent. The Federal Reserve ought not be. I’ll explain. The U.S. central bank today concludes its open-market (FOMC) meeting. Jay Powell speaks. Before I go further: join the ModernIR webinar today on Leveraging your Treasury for Sellside Coverage. It’s genius. Not because...