Thoughts from the Frontline: Tag = "bubbles"

A Muddle-Through Market, for Now
  • February 3, 2023

A Muddle-Through Market, for Now

These weekly letters, of which I’ve now written well over 1,000 (plus 7 books and multiple papers and articles), are generally about two broad topics: the economy and the financial markets. While related, these aren’t the same. Good news for one can be (and often is) bad news for the other.

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Hubris at the Fed
  • July 22, 2022

Hubris at the Fed

Finding just the right word brings great pleasure to writers like me. As I think and write about the Federal Reserve, the word “hubris” keeps coming to mind.

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So Goes the Year?
  • January 28, 2022

So Goes the Year?

You’ve heard the old stock market adage, “As goes January, so goes the year.” If so, 2022 will be a wild ride.

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