Ukraine, What Next?
Some perspective on the grim situation in Ukraine and what could happen in markets. (Need a break from it? Scroll down to the P.S.)
Ukraine & Fed
As we consider the tensions driving recent market movements, a Korean folk saying seems apt: “When whales fight, the shrimp’s back is broken.” The idea is that bystanders get hurt when big folks duke it out. What are the tensions? Who are the bystanders? Let’s discuss.
Wild Ride
Markets cratered this week, heading into correction territory, and then bounced right back. And then continued bucking and kicking the next day. Weird, right? Not really. These things happen pretty regularly when investors get jittery. Let’s talk about what’s going on.
Fact or Fiction?
Markets are driven by numbers, right? Earnings, interest rates, expectation of future growth, etc. It's just a math equation. Right? Or is it?
Forecasting Surprises
What happens when the predictions are wrong? Is it time to panic? Is it time to ditch our strategy? It's a fascinating question because it cuts right down to the question of what it means to live in an uncertain world.
Inflation Worries?
How much inflation can the country afford before we’re in trouble?
