Andy Krieger's Thoughts on the Market

Bessent's Forecasts: Many Misses, A Couple of Hits, and Lots of Negative Consequences

Thoughts on the Market by Andy Krieger Oct 5, 2026  Most of Treasury Secretary Scott Bessent's public economic forecasts over his 20 months in office have missed badly, and the cost is taking quite a toll on his credibility – and the credibility of his office. Among his big

American Patience Is Wearing Thin: Diesel, the War in Iran, and the Economic Pain Reshaping US Politics

Thoughts on the Market, by Andy Krieger September 28, 2026 For many months I have written about the Iranian strategy in its war with the U.S. Iran cannot defeat the United States on the battlefield, and its leaders have never pretended otherwise. Their strategy has been something different: make

Things Look Great Now – But Are They Really So Good?

Thoughts on the Market by Andy Krieger September 21, 2026 Today’s write-up is a thought experiment in which I explore in some detail an awkward scenario in our equity markets.

Rising Treasury Yields: Quiet Before the Storm?

Thoughts on the Market by Andy Krieger September 15, 2026 Speculative markets have fascinated me since I was introduced to them in my first semester of MBA classes at the Wharton School. I worried that shifting my focus from completing my PhD in Sanskrit and Indian philosophy to the study

Surely You’re Joking, Mr. President