Jan 2024 — Jan 2024
Jan 29, 2024 • 14 minutes
Knowledge is widely dispersed throughout a society and no central entity possesses the knowledge needed to properly steward the affairs of a diverse economy.
Jan 26, 2024 • 22 minutes
I did something fun today … I just picked random topics from various things on my mind, in my daily reading, or across my research feed – sort of stream of consciousness – and wrote about them.
Jan 25, 2024 • 7 minutes
An overall positive trading day without a lot of volatility behind what was a pretty decent batch of economic data.
Jan 24, 2024 • 6 minutes
One key metric closely monitored by the Federal Reserve, The Taylor Rule, suggests that the Fed Funds Rate should currently be approximately 1% lower at 4.5%.
Jan 23, 2024 • 8 minutes
The 40-3 vote on this tax bill was shocking to me, and it sure seems to foreshadow a comeback of some of the most stimulative parts of the Trump tax bill that previously went away.
Jan 22, 2024 • 9 minutes
The S&P 500 and Dow are at all-time highs, and yet the Russell 2000 (small cap) is still down -20% from its 2021 high
Jan 19, 2024 • 19 minutes
Today, we get to talk about what it means for markets to “price things in,” about gold, about government debt, about dividend growth, and so much more.
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