Bearish in a Bull Market
by Jared Dillian, The 10th Man Morgan Stanley strategist Mike Wilson finally capitulated and apologized for getting the…
Being Right or Sounding Smart
by Jared Dillian, The 10th Man Someone said this to me recently on Twitter: “Investing is about being…
Inflation is Dead. Duck and Cover.
by Jared Dillian, The 10th Man Yesterday (July 12), we got a 3.0% inflation reading, which was a…
Muddled Optimism
by John Mauldin, Frontline Thoughts, Mauldin Economics The Bright Side of Demographic Reality Messy but Happy Manufacturing Renaissance…
I Think It’s Gonna Be Okay
by Jared Dillian, The 10th Man A month or two ago, people were having a conniption about commercial…
How to Argue About Money
by Jared Dillian, The 10th Man You might have heard that Apple recently introduced a VR headset—we will…
SIC Mix
by John Mauldin, Frontline Thoughts, Mauldin Economics Granddaddy Bear Cash Buyers Change Agent Nashville, Cancun, NYC, Memphis, and…
The Boringest Excitingest Market in History
by Jared Dillian, The 10th Man I once had a cat who liked movies. His name was Otto—he…
AI Is the Next Internet… Expect Weird Things
by Jared Dillian, The 10th Man I want to write a bit about artificial intelligence from the standpoint…
The Only Strategy That Is Repeatable
by Jared Dillian, The 10th Man When I worked on Wall Street, it was the golden age of…
Inflation Will Bounce
by Jared Dillian, The 10th Man Yesterday’s CPI report showed that inflation continues to slow to 5% on…
Disturbing Thoughts
by John Mauldin, Frontline Thoughts, Mauldin Economics Something Odd Giant Assumptions “We’re Going to Have a Crisis” Austin,…
Dreams of a Soft Landing
by Jared Dillian, The 10th Man We’re about a year into interest rate hikes, and things are going……
Thousand-Word Equivalents
by John Mauldin, Thoughts from The Frontline, Mauldin Economics Job Openings Working Past 65 COVID Retirement Boom Investing…
The Yield Curve Screams Recession
by Jared Dillian, The 10th Man Federal Reserve Chairman Jerome Powell said the Fed could hike rates more…
