Even if you knew tomorrow’s news today, you wouldn’t necessarily be able to make money off of that knowledge

Valuations matter. Usually. Eventually.

How did we all get the economy so wrong?

Work from home is the biggest seachange from the pandemic

Stocks are no longer the only game in town.

Things are looking good, except for that indicator with a perfect track record. Asterisk, asterisk.

Here’s what I chewed on this week