Inflation:  learning from Mr. Lenin.

May 29, 2020

Here we are, once again:  cowboy capitalism, tempered with caution, against a long list of Troubles.

May 28, 2020

Good news:  the business byword will be “caution” once again.

May 26, 2020

“There are more things in heaven and earth” . . . This economy will recover.

May 22, 2020

Strange new economic world . . . same old market, though.

May 20, 2020

“No words to describe it” . . . but still not the whole story.

May 14, 2020

“It’s not really cheap until you hate it yourself.”

May 11, 2020

Two Big Questions, As We Look a Little Bit Ahead.

May 8, 2020

“Why some are fast, and some are slow.”0

May 7, 2020

Green shoots, even at Ground Zero.

May 5, 2020

“Pandemic Long Term Pain!” from the headlines.  “Green Shoots” from Exxon.

May 1, 2020

“Not the slightest idea” about 2020 . . . but Cummins does know its future.

April 28, 2020

A message from Freeport: “Wade through the blood, step over the bodies . . . and buy.”

April 25, 2020

The Big Picture.

April 23, 2020

“Oil Below Zero!” The oil kings begin to follow Micron’s footsteps, from 2012.

April 21, 2020

The “deep” meaning of 700 points:  “It’s not the end of the world.”

April 18, 2020

Even with a giant grain of salt, a useful message from China.

April 16, 2020

When bad news is also good news.

April 14, 2020

Oil:  pain for all; but pleasure too, for a few.

April 11, 2020

When the fashion is terror, people say odd things:  Freeport-McMoRan.

April 8, 2020

The fuzzy meanings of “Surging Markets!” and “Surging Money Market Funds!”

April 6, 2020

“Crisis” always does mean “Opportunity” . . . because of the best in people.

April 4, 2020

“Oil Surges 25%!” tells us nothing about tomorrow . . . but a great deal about a principle.

April 2, 2020

“Blood on the street” in oil means what it always does.

March 31, 2020

3 Big Questions.  “Dim Outlines” of the Answers.

March 30, 2020

“Facts are stubborn things” and the turnaround, eventually.

March 26, 2020

Turnaround?  Not yet.  But perhaps we’ve seen enough to be going on with, for now.

March 25, 2020

When “nearly certain” becomes “absolutely certain.”

March 23, 2020

Always the same word, eventually:  “Depression!”

March 21, 2020

The actual Virus facts will be known . . . eventually.

March 20, 2020

When grim news is also positive.

March 18, 2020

Not different.  Not worse.

March 17, 2020

It’s All About 2 Simple Words:  “Panic” and “Temporary.”

March 16, 2020

The economic problem:  the Virus itself . . . or the “abundance of caution.”

March 14, 2020

Understanding the Spectacle.

March 12, 2020

What the market thinks it knows . . . but never does.

March 9, 2020

A dull chart versus an excited market.

March 6, 2020

Silly headlines, silly market behavior . . . serious Main Street, as usual.

March 4, 2020

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