Walking on Water: Chauncey Gardner, Trump, and the Market’s Faith in NarrativeAt the end of Being There, Chauncey Gardner walks across the surface of a pond. There’s no explanation — he simply walks, unaware that…Just nowJust now
Rags to Riches to Realism? Semiconductors in the Crosshairs AgainSemiconductors used to be back-office tech — quietly powering our devices from the shadows. Today, they’re front-page news. From national…May 8May 8
From McKinley to MAGA: What Tariff Politics Teaches Us About Market Narrative RiskVolatility is back from the dead, and once again, tariffs are trending.Apr 28Apr 28
The case for assuming a mortgage, Rate Hack!.In this new rate environment, the housing market, particularly through the mortgage market has been affected quite dramatically. But…Feb 27, 2024Feb 27, 2024
Why the coming face-off between the Petro-Dollar and Petro-Yuan?Many are asking about the recent news around strengthening relations between Saudi Arabia, China and Russia. Candidly, geopolitics around…Jun 20, 2023Jun 20, 2023
Silicon Valley Bank meet B&L in Bedford FallsSilicon Valley Banks sudden takeover by the regulators brings memories of 2008 but this collapse is more like “It’s A Wonderful Life’s…Mar 11, 2023Mar 11, 2023
Who are you going to call? Ghostbusters!All kidding aside but when I see all these crypto plays “Defi”ing gravity I really don’t know who to call. Is there something paranormal…Nov 24, 2021Nov 24, 2021
Meet SPAC, IPO’s little sibling…Everyone knows the story of the two siblings, where one is the perfect example of success, the “try hard” varsity athlete, straight A’s…Oct 8, 2021Oct 8, 2021
Asset allocation starts with Attitude allocationA positive attitude goes a long way in successful investing, if you can manage your attitude then asset allocation does the restJun 22, 20211Jun 22, 20211
What is Bitcoin? It’s FOMO (Fear of Missing Out)I find that this question is coming up a bit these days, especially with friends and family. One finds oneself wondering if this is that…May 19, 2021May 19, 2021
