Quarterly Newsletters
Gunsmoke & Mirrors 3Q2024
Law & Disorder 2Q2024
The Goldilocks Economy – Before the Three Bears 1Q2024
Fiscal & Monetary Policy: Medicine or Poison? 4Q2023
Ghost Army Economics 3Q2023
The Coming Market: Roman Holiday or Greek Tragedy 1Q2023
Fed Bowl 4Q2022
From “Whatever it Takes” to “Whenever it Breaks” 3Q2022
Market Madness 2Q2022
The Great Unwind: Navigating the Rocky Road to the Emerald City 1Q2022
Will the Fed WIN? 3Q2021
10 Cent Beer Night at the Fed 2Q2021
Modern Fed’s Third Crossing of the Rubicon 1Q2021
The Parable of the Boiling Frog Market 3Q2020
The Disconnect Of the Raging Bull Market and the Hoover Economy in the Era of the New New Deal 2Q2020
When the Fed Was King 1Q2020
Tariff-ied 3Q 2019
The Old Union Playbook and the Quest for Silver Bullets 1Q 2019
The Market’s Achilles Heel 1Q 2018
The Gutenberg Market 3Q 2017
The Great Financial Repression Q2 2017
Can the Market Get Out of Its Purple Haze? Q1 2017
Pen- shunned Q4 2016
When will Atlas Shrug? Q3 2016
Frankenomics 101: Q2 2016
Say Adios to the Zihuatanejo Market: Q1 2016
Modern Fed Speak and the Lost Art of Value Inverting Q4 2015
Treaty of Versigh Q3 2015
Risqué Trade On! Q2 2015
Oil: Opportunity, Disaster or Both? Q1 2015
Appetite for Distortion? Q4 2014
Drawbridge over Troubled Water Q3 2014
Evolution of High Speed Trading, Market Bubbles Brewing & How to Invest Q2 2014
When Reflection Leads to Inflection: It’s a Wonderful Life or Misery Q1 2014
The Big chicken Drop on the Potomac Q4 2013
Inflation: what the Doctor Ordered? Q3 2013
Harry Houdini Economy Q2 2013
Over Fed Q1 2013
The 2012 Election: Something’s Gotta Give Q4 2012
Waiting for that €ureka Moment Q3 2012
Eye of the Storm Q2 2012
Debt Doesn’t Have to Be a Four Letter Word Q1 2012
Occupy Reality Q4 2011
End of the Illusion Q3 2011
Balancing Murphy’s Law and Newton’s Law Q2 2011
The Rest of the Story Q1 2011
Groundhog Day, Kamikaze Politicians & Sugar Highs from the Fed Q4 2010