Newsletter

Government Shutdown

On The Mark - October 2025

History of Bear and Bull Market

On The Mark - April 2025

Tariffs: Noise vs Signal

ON THE MARK - March 2025

2025 Outlook - A Delicate Balance

on the mark - January 2025 

Fed Rate Cut—Now What?
on the mark - Sept 2024 

Is this a 24-karat year?
on the mark - MAy 2024 

FEAR OF MARKETS?
on the mark - MARCH 2024 

Risks of Excess Cash
on the mark - January 2024 

Negative News ≠ Negative Markets
on the mark - October 2023 

Shutdown the Drama
on the mark - September 2023 

THE END OF A CYCLE?
on the mark - September 2023 

US Credit Rating Downgrade
on the mark - August 2023 

THE “ARTIFICIAL” MAGIC IN THE STOCK MARKET RALLY
on the mark - JULY 2023 

Self Inflicted Recession
on the mark - June 2023

THE RETRACTABLE (DEBT) CEILING
on the mark - May 2023 

Demise of the US Dollar: Greatly Exaggerated or Destiny?
on the mark - April 2023