These Are the Goods

The broken Vix, soft versus hard data, a big regime change, and more things I chewed on last week

A Government Shutdown

Risk happens when investors get blindsided by news they did not expect or news that is worse than expected.

A lack of meaningful consequences, the disappearance of egg futures, adventures in biotech, and more things I chewed on last week.

Do not chop yourself up

The jury is out

Buying a house, being a bank, and some questions about the future of media

There are reasons to be optimistic about the economy

Buffett’s reinsurance, getting ahead by working, the case for gold, and much more

10 things that will or won’t happen in 2023

Being wrong in public, back to back down years, what’s next for movie theaters, and more