While bond yields have risen sharply lately, fund flows into bonds tell two very different stories....
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What You’re Being Told About Annuities is Wrong
Feb 21, 2026 at 8:00 am - 9:00 am
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Government Shutdown Averted. But Is That A Good Thing?
Once again, due to the ongoing lack of fiscal responsibility in Washington, the markets and the...
“Soft Landing” Hope By The Fed Is Likely Optimistic
The Fed’s “soft landing” hopes are likely overly optimistic. Such was the context...
Compound Market Returns Are A Myth?
"Compound market returns." During bullish markets, there is inevitably a regurgitation of this myth...
“That 70s Show”
The hit TV series “That 70s Show” aired from 1998 to 2006 and focused on six teenage...
October Weakness Before The Year-End Run?
While September has been a bit sloppy so far, will further weakness in October weigh on investor...
Bond Vigilantes And The Waiting For Godot
The term “Bond Vigilantes” is a nostalgic twist on an old-west theme. In the nineteenth...
Predictions Are Pointless. Why You Shouldn’t Listen To Gurus.
“(Market) Predictions Are Difficult…Especially When They Are About The Future” – Niels...
Economic Data Points Diverge
Since the beginning of the year, economic data has continued to defy the recession calls of 2022....
Mega-Cap Stocks Continue To Dominate. But Why?
Mega-cap stocks continue to dominate the market in 2023. The question is, why? After all, many...
Powell’s Speech Obfuscates The Truth Behind Inflation
Powell’s recent Jackson Hole Summit speech was mainly as expected. Well, except for the part...
10 Best Days – A Meme For Every Bull Market
About once a year, I have to address the issue of chasing the “10 Best Days” of the...
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