Blog/Media

Media

Why Jamie Dimon’s Right, and What It Means for Your Money

Big Banks Will Crush Earnings

Media

Big Tech Is Going To Crush Reopening Trades

Why I’m Not Worried About Inflation, Debt, Even Politics

Media

Infrastructure Bill: No Question We Need It

It’s the Approach That Bothers Me

Media

Rising Rates Are a Sign That the Economy Is Actually Picking Up Speed

Media

Singing From the Same Hymn Book

Real Growth Is Real Good.

Media

Vaccine Passports = $$

Anything That Facilitates the Reopening Is Great for Markets. Plus, My Year-End Targets on the S&P