It feels like asset markets around the world are trending along a razor’s edge. On one side lies a return to normalcy and a resumption of the great secular bull market. On the other, there’s an abyss, where lies a litany of rather painful potential outcomes: mild recession, a financial…

I’ve been working on something exciting lately. My encounter with the Rabbi got me thinking really seriously about what I want to do next with this creative endeavor. I’ve been at this now for two years and have published 24 issues with over 250 pages of writing and who knows…

A few weeks ago, I found myself in a rather interesting situation. I was sitting in a large conference room in one of the nicest skyscraper office towers in Century City. By the way, this beautiful office was an absolute ghost town — a story for another day perhaps. Around…

While people tend to pay more attention to things like the stock market and interest rates, it’s in the currency markets where we can see the true force of macroeconomic flux. And currency markets in 2022 are on fire. …

4 Steps for a Better America — These days, it’s all too easy to look at our world and retreat into a kind of cynicism or despair. Our problems present as intractable. Our leaders seem either inept or corrupt or both. And nothing ever seems to change for the better. Look, I completely understand the feeling here…

Something really interesting happened to me a few weeks ago. Out of nowhere, an email came through from a most unexpected place. Of all people, a local Rabbi reached out to me asking if I would be willing to meet — definitely a first for me. I’m still not a…

It’s sort of a rule that in financial markets things tend to evolve along the lines of lowest expectation. For whatever reason, when it comes to markets and the economy, the things we expect to happen, don’t and the things we don’t, do. It must be some kind of built-in…

Some Advice — Thoughts on How Best to Deal with Social Media I’m starting to think that the best way to deal with social media is to treat it as you would alcohol, gambling or any other addictive thing in life. That is: very carefully. It has been designed, afterall, to…

I thought I would try something new this month. The idea behind this section is to take popular ideas, headlines and memes from the mass media and try to make some actual sense out of them. So often these days the media either just gets things plain wrong, doesn’t cover…