Category Archives: Main Page

Good big picture discussion in this segment. When today’s guest was last on this program in early February, he warned that markets were “in La La Land” — meaning they were too optimistic at a time the macro data was … Continue reading →

Mark Z. Jacobson’s latest book No Miracles Needed. How today’s technology can save our planet and clean our air lays out the facts on why and how we transition to more efficient, cheaper, cleaner energy. He offers an excellent overview … Continue reading →

Believe it or not, the violent monetary tightening of the last 13 months has only started to be felt throughout the economy. Job losses are just beginning to drive the lagging unemployment rate up from cycle lows. As risk markets … Continue reading →