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Election Year: The Circus is Here 🤡
What does history tell us about the market and corporate tax rates?
Sep 10
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Election Year: The Circus is Here 🤡
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July 2024
Capital Notes Media Digest #1
A Compilation of Thought-Provoking Charts and Media Insights
Jul 1
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Capital Notes Media Digest #1
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June 2024
The CBO Projects Government Spending Equal to 44% of Economy
Is this a path to economic inefficiency?
Jun 20
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The CBO Projects Government Spending Equal to 44% of Economy
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Watch the U.S. Dollar
Crowded positioning sets the stage for a potential countermove.
Jun 12
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Watch the U.S. Dollar
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Why do I use technical analysis?
A quick, technical take on Apple's breakout.
Jun 11
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Why do I use technical analysis?
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February 2024
Rate Cuts Increasingly Unlikely
Supercore inflation accelerates higher.
Feb 13
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Rate Cuts Increasingly Unlikely
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January 2024
Is Santa Exhausted? The Probability is Growing
Studying investor psychology is important for long- and short-term investors.
Jan 2
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Is Santa Exhausted? The Probability is Growing
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December 2023
A finance family Christmas!
No set is complete without Lay, Skilling, AND Fastow.
Dec 25, 2023
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A finance family Christmas!
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Is Santa on his way? 🎅
Macro & Markets Chart Pack: December 1, 2023
Dec 1, 2023
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Is Santa on his way? 🎅
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November 2023
Podcast: Finish Big Ep. 24
How rising interest rates impact business valuations.
Nov 2, 2023
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Podcast: Finish Big Ep. 24
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September 2023
The Trend Remains Up.
Macro risks only matter when markets decide to price it in.
Sep 14, 2023
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The Trend Remains Up.
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August 2023
Quick Message:
People often assume that when I point out major risk I am seeing in markets that it must mean I'm super bearish and therefore not exposed to mar…
Aug 29, 2023
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Quick Message:
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