Insights
We are living in a material world
Madonna
The material world is interconnected, and specialization leads to prosperity
April 4, 2024
Disinflation and stock returns
Declining inflation was a defining part of the late 90s bull market and today
April 2, 2024
Boomers and Gig workers
The Baby Boomers retiring is inflationary, the rise in gig work may offset some of that pressure
January 19, 2024
What a long, strange trip it’s been
Equity markets are about where they were when the inflation scare began in 2022
January 19, 2024
Letting History Be The Guide
Historical returns conditioned on changes in rates and inflation
October 17, 2023
This time is different … for MLPs
How changes in governance changed the narrative for MLPs
October 16, 2023
Fun With Indexes
The Nasdaq Rebalance May Increase diversification, but may increase deworstification
September 13, 2023
The Roaring 20s
Like the roaring 1920s the market is discounting changes in business processes
July 17, 2023
The End of the World as We Know It… and I Feel Fine. R.E.M
How technological advances could expedite a new innovation cycle
April 18, 2023
Pricing Assets With Constrained Capacity
Future volatility in the resource sector may be lower than history
April 18, 2023