Andy Krieger's Thoughts on the Market

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

For Years I Have Warned of a Looming U.S. Debt Crisis. Is It Imminent?

Thoughts on the Market by Andy Krieger September 1, 2026 For many years I have warned about a looming debt crisis in the U.S.  Because members of Congress are obsessed with getting reelected, they borrow and spend as much as possible, ignoring all of the economic warning signals which

Why I’m Selling Dollars

Thoughts on the Market by Andy Krieger August 24, 2026 I may have had a quiet week traveling with my family, but the boys in Washington have certainly been active. Treasury Secretary Bessent has made it clear to the world that the administration is uncomfortable with the yield on thirty-