23Jun, 2024
Weekly Market Pulse: The Sober Spending Of Drunken Sailors
Any great power that spends more on debt service (interest payments on the national debt) than on defense will not stay great for very long. True of Habsburg Spain, true of ancien régime France, true of the [...]
21Jun, 2024
20Jun, 2024
20Jun, 2024
Market Morsel: A Top Heavy Market
The S&P 500 is up 4.8% in the 2nd quarter to date but that is far from the whole story. The bull market over the last year has become ever narrower with the index return [...]
18Jun, 2024
17Jun, 2024
16Jun, 2024
Weekly Market Pulse: A Concentrated Bet
The S&P 500 reached a milestone recently. Or at least I think so. The technology sector, as of this week, is now 33.6% of the index. If you count the Communications sector as technology - [...]
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