You are currently browsing the category: General Markets and Economy (Show all)

Tuesday, October 31, 2023

The Super Bowl Ticket Effect and the Fed Threading the Needle

In 1967 you could buy a ticket to the Super Bowl for $10. In inflation-adjusted terms,…

Read more

Wednesday, April 14, 2021

What Really Causes Inflation?

On April 2nd, 1863, several hundred women in Richmond, Virginia marched to the governor’s…

Read more

Tuesday, January 19, 2021

Party Like It's 1945!

Whenever I think about the effect on the economy of a COVID-19 vaccine with 95% efficacy, I…

Read more

Monday, January 13, 2020

Theory vs. Practice

A client recently asked about the relatively focused nature of our portfolio, curious as to…

Read more

Wednesday, January 16, 2019

Common Threads

Jason Zweig, long-time author of The Intelligent Investor column for the Wall Street…

Read more