Sep 2022 — Sep 2022
Sep 26, 2022 • 21 minutes
The last week has been brutal for markets, and I have a lot to say today to quantify it.
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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.
Sep 22, 2022 • 14 minutes
The DC Today - Thursday September 22, 2022
Sep 21, 2022 • 17 minutes
I’d love to say “Fed comments caused the market to drop today,” but it would be untrue.
Sep 20, 2022 • 20 minutes
Sep 16, 2022 • 28 minutes
Sep 15, 2022 • 9 minutes
Special thanks to all who have reached out to say how much they like and appreciate the new format.
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