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Investing Dead Zones
Markets don't always go up
Mar 7
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Investing Dead Zones
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February 2024
Is market concentration a bad thing?
Mag 7 stocks led the market in 2023
Feb 26
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Is market concentration a bad thing?
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NVIDIA sells picks and shovels
The AI goldrush resembles bubbles past
Feb 20
2
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NVIDIA sells picks and shovels
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Excess Savings: It Was Nice While it Lasted
But guess who's still winning?
Feb 12
1
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Excess Savings: It Was Nice While it Lasted
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January Blues, February QQQs?
Witty subtitle
Feb 5
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January Blues, February QQQs?
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1
January 2024
Book Summary: A Short History of Financial Euphoria
This book has sat on my recommended list since I first read it in 2009
Jan 4
10
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Book Summary: A Short History of Financial Euphoria
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December 2023
KKR: Glass Half Full - Outlook for 2024
"We think earnings for the cycle already bottomed in 2Q23"
Dec 24, 2023
25
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KKR: Glass Half Full - Outlook for 2024
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Market May be Overbought
Don't be surprised if we experience a pull-back
Dec 21, 2023
21
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Market May be Overbought
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Morgan Stanley Top 10 Surprises for 2024
Plus calendar year returns and forward expectations
Dec 16, 2023
21
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Morgan Stanley Top 10 Surprises for 2024
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BNP Paribas: 9 AI Developments in 2024
Plus macro view for the year
Dec 13, 2023
16
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BNP Paribas: 9 AI Developments in 2024
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1
Patience and Propaganda
Whether it's the economy or geopolitics, we're all just along for the ride
Dec 11, 2023
8
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Patience and Propaganda
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4 Key Quotes: Wellington Altus 2024 Forecast
The U.S.’s Tech-Driven Reinvention
Dec 7, 2023
14
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4 Key Quotes: Wellington Altus 2024 Forecast
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