Blog: The Age of Ambiguity
So much information. So little meaning.
Topic
Tariffs
A collection of 41 issues
Blog: El Nino and Commodities 2026
El Nino is a positive for consumers but a negative for markets on average. This time around geopolitical factors may dominate the climate.
Blog: Which Type of Inflation Are We Facing?
Rate hikes may not curb today's inflation.
Blog: Will Mega-IPOs Create AI Warp Speed or a Black Hole?
Concentration risk plagues the S&P 500.
Blog: Is No News, Good News?
Apparent lack of developments are just part of the fog of investing.
Blog: The AI Trade Ignores Macro Risk
AI speculators ignore macro risk at their peril.
Blog: Bad News! Global Manufacturing is Expanding.
Businesses prepare for price rises and supply shortages.
Blog: The "War on, War off" Market
The investing fog of war remains thick.
Blog: The Investing Fog of War
Unlike previous Gulf Wars, the fog is growing thicker for investors.
Blog: Beginning of the End, or End of the Beginning?
Stagflation seems likely. The question is whether it's strong or weak.