“Don’t confuse us with the facts—we’re busy being terrified!”

September 20, 2022

September 16, 2022

Cold water on the market nightmare, from Texas Instruments.

September 13, 2022

Vivid impressions, seas of red . . . and facts, as always.

“Don’t Fight the Fed!” halfway around the world, as usual.

September 9, 2022

The will to endure . . . and the cycle.

September 7, 2022

The Market Gives Up . . . Again.

September 2, 2022

The meaning of a Sea of Red.

August 30, 2022

August 26, 2022

Chairman Powell: “Rising Rates Forever!”  Main Street: “Here’s More Cash.”

August 23, 2022

Believing in Big Changes.

Recessions, impressions . . . and hard looks.

August 20, 2022

Nightmares on Wall Street, facts on Main Street . . . as usual.

August 16, 2022

When worrying pays off.

August 4, 2022

Micron vs. Tsinghua:  impressions vs. investing, again.

August 1, 2022

July 27, 2022

Not much worry about shadows at Freeport, Microsoft and Texas Instruments

July 22, 2022

Conoco:  deciding exactly who is “disconnected from reality.”

July 19, 2022

As always, headlines and impressions lose to facts and thought . . . eventually.

When “endless problems” are good news:  copper and Freeport.

July 15, 2022

Farmers vs. Psychoanalysts

July 13, 2022

Strange Recession Indeed.

July 8, 2022

Moments of Truth

July 6, 2022

Micron:  impressions versus cash and strength, as always.

July 1, 2022