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Are Politicians Too Old?
February 19, 2021
What's wrong with politics? It might not be red versus blue, but rather elderly versus non-elderly.
Newsclips
Quick Comments/What We’re Reading
February 19, 2021
Today's topics include looking for signs of an exhausted rally, electronic bond trading, fund flows, fretting over inflation, checking in on retirement savings, Bitcoin closes in on $1 trillion market value, Musk vs. Bezos, and CEO optimism hits an extreme
Newsclips
Cartoons
February 19, 2021
Newsclips
Quick Comments/What We’re Reading
February 18, 2021
Today's topics include Jim on Bloomberg surveillance, how long can a bubble last?, when will higher yields hurt stocks?, two approaches to labor market woes, rationalizing high valuations, looking for historical precedents to current fiscal/monetary policy, picking a winning reddit stock, Gamestop's dail-to-deliver statistics, ETFs changing benchmarks, and shipping logjam's effect on commodity prices
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Cartoons
February 18, 2021
Newsclips
How to Spot a Bubble
February 17, 2021
Clearly valuation metrics are already stretched. However, traders can ignore valuations for quite a long period of time.
Newsclips
TIC Update – Foreign vs. Fed Treasury Holdings
February 17, 2021
The Fed's holdings of Treasury securities continues to grow and remains larger than all other central banks' holdings combined.
Newsclips
Quick Comments/What We’re Reading
February 17, 2021
Today's topics include when do rates stop rising, on yield curve control, bitcoin craze continues, SPACs and flying cars?, renewable energy, Citi calls for a correction, hope from retail sales, and luck & the 'reddit rally'
Newsclips
Cartoons
February 17, 2021
Conference Calls
Reflation vs. Inflation: Why Are Rates Rising?
February 16, 2021
A replay of our February 18, 2021 conference call
Newsclips
The Return to the Office Is Slow
February 16, 2021
While the markets are pricing in a speedy return to normal, reality may come up short of these expectations. We fear the return of inflation more than most. There is a difference between relation and inflation. Right now the market sees reflation (aka real growth), but we believe this will morph into inflation later this year.