Market Structure Insights
January 15, 2025
January 8, 2025
We were in Nashville and Keith Urban wished us a happy new year. If you like country music, that’s a good start to 2025. More on that in a moment. It was December 18 when I last wrote. I talked then about how the market...
November 6, 2024
We’re back! Karen and I left for Spain last month, where outside Girona I rode bikes with good friend Brent and our pro-cyclist guide, Arno. Three hundred miles, over 23,000 feet including the famed Category 1 (over 3,000 feet) Rocacorba, six days in the saddle....
October 16, 2024
Options expire and renew starting today and running through Tuesday, the last chance for big hedges and bets on the US presidential election. We could root through Nostradamus’s quatrains for insight on what’ll happen. We could try something more certain, such as wildly guessing. Or...
October 2, 2024
On Buffalo Pass, autumn blazes. In fact, there are a lot of things ablaze, with another earnings season looming. Will you report results the same old way, public companies? One thing blazing are Chinese stocks, which posted the best week and day since 2008. I’m...
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...