Sep 2022 — Oct 2022
Sep 29, 2022 • 13 minutes
We reversed much, although not all, of yesterday’s broad-based rally in today’s market sell-off
Sep 26, 2022 • 21 minutes
The last week has been brutal for markets, and I have a lot to say today to quantify it.
Sep 23, 2022 • 26 minutes
The stock, bond, and housing markets are in pretty real distress right now as higher rates re-price risk assets, and general instability in monetary policy becomes the natural consequence of years of excess and irresponsibility.
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