April 8, 2024

House View 1Q 2024: April 8, 2024

March 25, 2024

Rotation in Process: March 23, 2024

March 18, 2024

Piano Man: March 16, 2024

February 27, 2024

Once and Future King (Nvidia): February 24, 2024

February 5, 2024

So Little at Stake: February 3, 2024

January 25, 2024

Meaningless Murmurings: January 20, 2024

January 8, 2024

Softening Ahoy: January 6, 2024

December 11, 2023

Impact vs Influence: December 10, 2023

November 20, 2023

Stupidity is the Same: November 18, 2023

November 13, 2023

Silver Lining: November 11, 2023

October 30, 2023

House View: October 28, 2023

October 2, 2023

Rough Seas: September 30, 2023

September 18, 2023

Doldrums: September 16, 2023

August 21, 2023

The World Entire: August 19, 2023

July 31, 2023

The Devil You Know: July 29, 2023

July 26, 2023

Common Sense: July 15, 2023

July 10, 2023

Artificial Juju: July 8, 2023

June 26, 2023

The Second Coming: June 24, 2023

June 20, 2023

Waves: June 17, 2023

May 23, 2023

The Fat Pitch: May 20, 2023

May 1, 2023

Canaries and Coal Mines: April 29, 2023

April 24, 2023

River of Fire: April 21, 2023

April 17, 2023

House View – Second Quarter: April 14, 2023

March 27, 2023

Move On: March 25, 2023

March 13, 2023

Another Bites the Dust: March 11, 2023

March 6, 2023

Narrative Adjustment: March 4, 2023

February 21, 2023

Finding Never Land: February 18, 2023

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