2024
March 2024: AI and Energy Sobriety
February 2024: Valuations, Growth, and Reinvestment Revisited
January 2024: Insight vs. Foresight
2023
December 2023: 2024 Investment Outlook
April 2023: Staying the Course
February 2023: Binary and Non-Binary Outcomes
January 2023: ChatGPT and the AI Opportunity
2022
July 2022: Markets, Inflation, and the Fed
May 2022: There's No Such Thing As A "Safe" Asset
2021
December 2021: Navigating the Low Tide
November 2021: Dreaming in Macroland
August 2021: Valuations, Rates, Risk and History
April 2021: Informed Contrarianism
March 2021: Raising a Caution Flag
March 2021: Risk, Reward and Resiliency
2020
October 2020: Thinking Long-Term
September 2020: The Problem with Hindsight
July 2020: Addressing Common Questions
May 2020: Unsustainable Disconnect
March 2020: Crises and Opportunities
February 2020: Is Business Fundamentally Worse Off?
Changes in IRA and Retirement Rules
2019
December 2019: Bullish Backdrop into 2020
December 2019: Apple vs Energy
November 2019: Human Longevity Investment Implications
October 2019: Revisiting Genetic Medicine
September 2019: The Risks of Complacency
August 2019: Boobills and Negative Mortgage Rates
June 2019: Deja Vu All Over Again
April 2019: Uber, The $110 Trillion Unicorn
March 2019: Aversion to Inversion
January/February 2019: What to Expect from 5G
2018
November 2018: Thoughts on October’s Selloff
September 2018: Mood Modification
June 2018: That Great Sucking Sound
May 2018: The Bonds are Back in Town
April 2018: From Thucydides to Carrie Mathison