Learning Journey (Supply Chain)

Earnings season continues with Microsoft, Twitter, Alphabet, Visa, and Robinhood…

Can’t Stop, Won’t Stop–Inflation Will Rage On

The September nonfarm payrolls data shed light on how abysmal…

How Long Can Inflation Remain as a Feature of the Macro Environment?

“The story we tell ourselves about the 1970s has almost…

The Real Lessons from the 1970s We Should be Applying Today

Recently, there has been a lot of speculation about where…

Why A Slowdown In Growth Was Inevitable

For the past decade, many investors who have bought stock…

Is It Time To Stop Following Central Banks?