Episode 304:  Merry Christmas, Happy Hanukkah, season’s greetings to all.  In this episode we’ll take a break from the banter of the stock market and instead reflect on a story about a man that was depressed,

Episode 303:  Billionaire investor Ray Dalio has recently penned a piece for LinkedIn entitled “The world has gone mad and the system is broken.” I think Mr. Dalio is wrong.  The world is what it is and if anything is broken it’s Ray Dalio’s economic ...

Episode 302:  The S&P 500 closed above 3120 for the first time, continuing a six week winning streak.  In this episode I’ll discuss the next 7% move, which could be either Up or Down. --------------------------------------------------------------

Episode 301:  Today the S&P 500 set a new, all-time record high.  That’s in spite of all the fear over non-existing threats like the inverted yield curve.  Listen in for where I think the market is headed and why I remain optimistic.

Episode 300:  In this episode I give a very simple example of the difference between an existential threat and a harmless policy decision problem. --------------------------------------------------------------

Episode 299:  Over the past eight trading sessions the S&P 500 has surged to within 1% of a record high.  There are several explanations for the rally, with the primary reason being gestures coming out of China.

Episode 298:  In this episode I’ll discuss the paradox of conformity.  On a personal level, conformity leads to mediocrity.  But from an investor perspective, conformance to a corporate structure often produces stable and reliable long term profits.

Episode 297:  The debate rages on about whether it’s a good idea to follow your passion- I suggest changing the paradigm.  Rather than following your passion, I suggest you work on DEVELOPING a passion.  There’s a big difference and in this episode I d...

Episode 296:  The market vacillates on a short term basic because of fickle investor sentiment, not fundamental valuations.  Sentiment is driven by the financial news cycle.  If you can understand the nature of the news cycle,

Episode 295:  Today the S&P500 dropped 3% on fears of an inverted yield curve.  It’s been an extremely volatile two weeks, with switchbacks almost every other day.  In this episode I’ll review the key events driving the turbulence and explain the entry...