Sunday, July 13, 2025
Quotes of the Day “Why Most Advice Is Useless” And "The Road Less Traveled"
I am reminded this morning of said manager and of the importance of remaining humble as I read Farah Smiley’s thought-provoking book, The End of Wisdom: Why Most Advice is Useless:
An excerpt:
Saturday, July 12, 2025
When Timing Is Everything (brief video)
Dear Clients, this is a brief one I'd like all of you to take in when you have a few minutes.
Once playing, click the icon in the lower right corner for full screen. Focus should occur after a few seconds; if not, click the wheel to the left of the YouTube icon to adjust:
Friday, July 11, 2025
Making Sense of Higher Rates, The Eerie Silence on Margin Risk, Conagra's Concerns, Etc. (video)
Once playing, click the icon in the lower right corner for full screen. Focus should occur after a few seconds; if not, click the wheel to the left of the YouTube icon to adjust:
Wednesday, July 9, 2025
Who'll Take the Tariff Hit? Leading Data Concerns, and What's "The Market" Thinking Right Here? (video)
Once playing, click the icon in the lower right corner for full screen. Focus should occur after a few seconds; if not, click the wheel to the left of the YouTube icon to adjust:
Tuesday, July 1, 2025
Another Look At What Could Go Right, But -- Per the Charts, Conditions, Valuations, Etc. -- Don't Bet the Farm (video)
Once playing, click the icon in the lower right corner for full screen. Focus should occur after a few seconds; if not, click the wheel to the left of the YouTube icon to adjust:
Friday, June 27, 2025
The Case For and Against a Rate Cut, Divergent Stocks, Dollar Doldrums, Gold Tanking, Yields Not Cooperating (video)
Clients, please sure to take this one in when you have a few minutes!
Once playing, click the icon in the lower right corner for full screen. Focus should occur after a few seconds; if not, click the wheel to the left of the YouTube icon to adjust:
Wednesday, June 25, 2025
So What Gives With the Dollar?
Our base case: