January 2019
Cognitive Dissonance… (mobile)
Don’t lose sight of the big picture… (mobile)
What I think, what I know, and most importantly – what I don’t know… (mobile)

February 2019
It’s really a matter of perspective… (mobile)
In a holding pattern… (mobile)
Confused? Yup, I must admit to feeling this way… (mobile)
The power of the Fed… (mobile)

March 2019
Soft or hard landing, that’s the question… (mobile)
Running in place… (mobile)
Divergences to watch… (mobile)
Trapped… (mobile)

April 2019
Still waiting for the fundamentals to improve… (mobile)
Data remains mixed as hopes run high… (mobile)
At the point where the data needs to catch up to the equity rally… (mobile)
What to believe? (mobile)

May 2019
It’s not about the fundamentals… (mobile)
Keep it simple… (mobile)
A surprisingly muted response to breakdown in trade talks… (mobile)
The Data versus The Narrative… (mobile)

June 2019
Is there reason to worry? Yes… (mobile)
Sequencing the path, almost as important as the destination… (mobile)
Important to understand why an interest rate cut is coming…(mobile)

July 2019
The Elusive Recovery… (mobile)
Maybe it’s different this time… (mobile)
Another week, same investment backdrop… (mobile)
“Paradigm Shifts” by Ray Dalio (mobile)

August 2019
It’s not just one thing… (mobile)
Who knows? (mobile)
Some short thoughts… (mobile)
Is it too late to rescue the expansion? It’s looking that way… (mobile)

September 2019
The waiting is the hardest part… (mobile)
Uncertainty aplenty… (mobile)
Actions speak louder than words… (mobile)
Earnings and Employment… (mobile)

October 2019
Walking a tightrope… (mobile)
Treading water… (mobile)
Wall of Worry… (mobile)
Trust, but verify… (mobile)

November 2019
Hard to fight, yet hard to embrace… (mobile)