Market Insights
Market Insights
Here you’ll find every Thoughts on the Market article from 2025 through to the present day — for paid subscribers only.
Market Insights
Mid-Year Markets Review: Charting a Course for the Months Ahead
Market Insights
Why the Dollar Is Struggling While Europe Looks Strong
Market Insights
Shockwaves from Oil, Tariffs, and the Fed Are Hitting the Markets
Market Insights
Why the Dollar Could be Headed Sharply Lower
Market Insights
Going Cold Turkey on Deficit Spending? Congress Would Rather Wait for a Crisis
Market Insights
Stocks Are Up, But Conditions Are Weaker
Market Insights
Key Market Shifts Are Underway With Bigger Moves to Come
Market Insights
Revisiting a Few Old Ideas – and Sharing Some New Ones
Market Insights
The Paradox of Progress: When Innovation Meets Inadvertent Overreach, and Why I Am Defending Jerome Powell
Market Insights
A Brief Mid-Week Update on the Market Chaos
Market Insights