Here’s what I chewed on last week
Michael Batnick
Does This Look Like a Recession To You?
We’re seeing things that just don’t happen during a recession in this so-called recession
Things Are Clear as Mud
I’m confused. You probably are too.
These Are the Goods
Here’s what I chewed on last week
It’s Earnings Season
Not bad is good enough
These Are the Goods
Articles Every business and every industry has a natural growth rate – push beyond it and short-term growth comes at the cost of long-term quality, and eventually survival. (By Morgan Housel) The savagely unhealthy housing market is continuing (By Logan Mohtashami) The last time we had a quarter this bad, bitcoin was trading for less than…
What’s Priced In?
You can guess, but you can’t know for sure
These Are the Goods
Here’s what I chewed on this week
Everything Must Fall
There are no winners in a bear market
These Are the Goods
Here’s what I chewed on last week