The Fed’s new inflation policy:  “What, me worry?” doesn’t seem quite right.

August 28, 2020

Think Twice Before Betting Against Main Street.

August 26, 2020

Great leaders do great things for investors.

August 22, 2020

Loving or Hating Too Much:  Big Techs and Commodities.

August 19, 2020

Priced for Perfection versus Priced for Destruction:  Old Rules Never Stop Working.

August 14, 2020

Off the map in 2020 . . . with monsters but miracles too, maybe.

August 11, 2020

Cummins:  a lesson about “invention” versus “impressions.”

July 29, 2020

The Big Picture.

July 25, 2020

Texas Instruments helps us choose who to believe.

July 22, 2020

“It’s hard to imagine things will change.”  Netflix and Freeport.

July 17, 2020

Impressions, and experts who back them up.

July 14, 2020

Cats on hot stoves . . . and Main Street carrying on.

July 9, 2020

Impressions versus Thinking, Once More.

July 6, 2020

Main Street:  Acting on Faith, Once Again.

July 3, 2020

Halfway Through the Virus Year.  What Next?

June 30, 2020

Games which end well, and games which do not.

June 24, 2020

“Narratives,” “Accepted Wisdom,” . . . and the Real Thing.

June 22, 2020

On Main Street:  “Wait What, a New Record?”

June 19, 2020

The World Turned Right Side Up.

June 16, 2020

The market screams.  The green shoots grow.

June 12, 2020

Taking educational lumps, today.

June 11, 2020

How the world works:  the Fed, or Main Street?

June 10, 2020

The oil business:  old sayings, great values and tailwinds.

June 8, 2020

Mr. Roosevelt Explains.

June 5, 2020

Shall we look at the horizon . . . or the headlines?

June 2, 2020

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