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November 2026 S M T W T F S 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 Archives
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A world long on risk is short on cash
After a rough couple of weeks, the risk trade is bouncing. While those in the business of selling us risk (in exchange for our cash ‘trash’) advise that investing requires bravery, the truth is that risk management, discipline, and math-based … Continue reading
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Third winter of COVID-19: infection curve incredibly steep
Good update in this segment. Johns Hopkins Bloomberg School of Public Health Professor Chris Beyrer discusses the confluence of a winter surge of coronavirus with the omicron variant, resistance to Covid restrictions, and elevated antibodies from booster shots. Here is … Continue reading
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Central bank worship moving toward predictable end
This week central banks are responding to political pressure around price inflation (lagging economic indicator) with accelerated monetary tightening plans. The central bank of Norway (Norges) doubled its policy rate to .50%, the Bank of England ended its bond-buying program … Continue reading
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