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