The broken Vix, soft versus hard data, a big regime change, and more things I chewed on last week
Michael Batnick
A Government Shutdown
Risk happens when investors get blindsided by news they did not expect or news that is worse than expected.
These Are the Goods
A lack of meaningful consequences, the disappearance of egg futures, adventures in biotech, and more things I chewed on last week.
The Narrative Vortex
Do not chop yourself up
Is This a New Bull Market?
The jury is out
These Are the Goods
Buying a house, being a bank, and some questions about the future of media
No Recession
There are reasons to be optimistic about the economy
These Are the Goods
Buffett’s reinsurance, getting ahead by working, the case for gold, and much more
10 Predictions For 2023
10 things that will or won’t happen in 2023
These Are the Goods
Being wrong in public, back to back down years, what’s next for movie theaters, and more