Magnitude Matters

...(i.e., you can’t have it both ways.) You were giving Trump credit (completely dismissive) as the economy was very good 2017-2019, bu...

I would like to introduce a new tagline "Despite or Because"--a method of deeper-level thinking. Specifically, analysis attains ...

The dilemma faced by central banks specifically and governments generally when considering corporate bailouts and other “market-saving” acti...

If you had questions about the conditions of the local restaurant market, you wouldn't ask a chef or a restaurant manager. If you had q...

To be a "successful" investor, you've got to start by defining success. It is different for just about everyone. Two investors...

I miss sports. All we have for the time being are reruns, what if fantasies, and arguing. Here is fodder perhaps for that third category: ...

The most important debate we should be having and must have eventually is under what circumstances, to what extent, and by whose authority s...