Recent Articles

Not Systemic

Nov. 4, 2018

  In mammals, fear and memory are intimately tied.  This makes sense within the context of evolution and survival; it is adaptive to be f...

Virtual Entities

Oct. 28, 2018

  Humans think in stories rather than in facts, numbers, or equations, and the simpler the story, the better.---Yuval Harari in 21 Lessons for...

Uncomfortable, but Not Deadly

Oct. 21, 2018

Bull markets are driven by fear, and powered by fundamentals.  Bull markets end in euphoria, and weak fundamentals.  Despite the uncom...

We May Be In The Midst Of A Major Up-Leg

Oct. 15, 2018

We May Be In The Midst Of A Major Up-Leg The stock market has been rising for a decade now, fueled by fear/incredulity and monetary (M2) expans...

A Good Offense Is Not Always A Good Defense

Oct. 7, 2018

Emotional, angry, obtuse, petulant, and partisan with an underlying sense of entitlement are not characteristics that describe Supreme Court Justi...

A Classic Bull Scenario

Sept. 30, 2018

Interest rates are moving higher, earnings are increasing 25% year/year, and the political climate could be getting more uncertain. This has bee...

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