February 6, 2023

FOMO Forever: February 3, 2023

January 17, 2023

Watchword: January 13, 2023

January 9, 2023

House View – January 2023: January 6, 2023

December 12, 2022

Recession Primer: December 10, 2022

December 5, 2022

In Your Corner: December 3, 2022

November 21, 2022

Let the Bending Begin: November 19, 2022

November 14, 2022

November House View: November 12, 2022

November 10, 2022

Ice Bath: November 5, 2022

November 10, 2022

Margin Compression: October 29, 2022

November 10, 2022

Six Things: October 21, 2022

November 10, 2022

Easy Come, Easy Go Repasse: October 14, 2022

November 10, 2022

Month in a Week: October 8, 2022

November 10, 2022

October House View: October 1, 2022

September 24, 2022

Told You So: September 24, 2022

September 10, 2022

In the Arena: September 10, 2022

September 3, 2022

The Most Wonderful Time of the Year: September 3, 2022

August 13, 2022

Past the Boogeyman: August 13, 2022

July 16, 2022

Faithful: July 16, 2022

July 8, 2022

Risk On: July 8, 2022

June 25, 2022

Carrying the Water: June 25, 2022

June 18, 2022

Blowing the Froth: June 18, 2022

June 11, 2022

Finding the Bogeyman: June 11, 2022

October 16, 2021

Pig in a Python: October 16, 2021

October 9, 2021

Weekender: October 9, 2021

July 31, 2021

Virus and Peak Interest: July 31, 2021

July 24, 2021

Retail Follow-Through: July 24, 2021

June 26, 2021

Stagnation Nation: June 26, 2021

June 19, 2021

Primer on Inflation: June 19, 2021

June 12, 2021

Resurrection of Goldilocks: June 12, 2021

June 5, 2021

Return of the Killer Meme: June 5, 2021

May 29, 2021

Memorial Day Short: May 29, 2021

May 22, 2021

Valuation Update: May 22, 2021