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ON THE RISE
Bankruptcies are climbing at a rate not seen in a generation as the stress of the high(er) rate environment has started to show through. This will level off as we continue to work through some of the COVID era hangover...Continue reading
MONEY AND TIME
Lots of dots here; don’t worry too much about trying to decipher the chart. In effect, it says that historically when stocks have been as expensive as they are now...Continue reading
MIND THE GAP
There are many ways to define “the market”. The growing dispersion between small caps and large caps, US stocks and the rest of the world, and AI vs. everything else...Continue reading
RELATIVITY
This one is a lesson in the value of second order thinking when it comes to media narratives...Continue reading