Market Structure Insights

dreamstime m 27944908
May 4, 2022

You never know where you’ll hear a new vocabulary word.  It’s not the word that matters but what it connotes.  And the context in which one hears it.  In this case, it was hedge-fund billionaire Paul Tudor Jones on CNBC Squawk Box yesterday, talking about...

TQ and KQ in St Barts 2022
April 27, 2022

Did you know the Caribbean is full of brown boobies?  The blue-footed brown booby, about the size of a seagull.  We’re just back from sailing St Martin and St Barts, where the critters of both sea and sky delighted. Unlike the stock market, apparently, which...

dreamstime m 91269233
April 13, 2022

Ahoy! As you read, we are stopping in Charlotte en route to a 2pm arrival in Sint Maarten in the Caribbean. We saw the inflation print at 8.5%, plunging consumer confidence, rising credit risk, the supply-chain morass, and said, “Let’s flee to the sea.” Okay,...

dreamstime m 44644519
April 6, 2022

Cathie Wood says don’t do it. Raise interest rates, that is.  The founder of Ark Investment Management and guru to retail traders of Tech stocks says the Federal Reserve is playing with fire. Why?  Because growth is fragile and consumer confidence is woeful.  Hike rates,...

dreamstime m 155967106
March 30, 2022

This is weird.  I’m traveling to an actual business meeting, by aircraft, and I intend to wear a suit. There are many things in our society that I had considered weird but these two were not among them.  It’s pretty weird seeing Will Smith slap...

dreamstime m 129811007
March 23, 2022

What’s 218 pages and heavily footnoted?  No, not an Act of Congress. Federal laws are ten times longer or treated as unserious. It’s the new SEC proposed short-sale rule. I admit, I was excited. As the sort who read Tolstoy’s War and Peace in high...

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