Inconvenient Truths

Don’t Be Swayed by Downgrades

07/20/2016

Credit rating agencies continue to downgrade sovereign debt, but this doesn’t mean nations’ finances are imperiled.

No, Slowing Buybacks Aren’t Bearish Either

05/31/2016

Pundits flip-flop on stock buybacks but still don’t see reality.

History Shows Election Nerves Don’t Stress Stocks

05/13/2016

Getting closer to an election won’t automatically roil stocks. 

The Elusive Passive Investor

04/29/2016

That investors are flocking to passive investment products in droves doesn’t make them passive investors.

Living Wills Are No Way for Banks to Die

04/19/2016

Bank living wills likely won’t prevent future bailouts or make the next crisis less severe.

Who’s Too Big to Fail Now?

04/06/2016

Recent developments suggest the “too big to fail” regulatory environment may be changing.

Britain Doesn’t Need Balanced Growth

03/08/2016

Recent data reinforce the notion Britain doesn’t need booming heavy industry to grow.

Does Kris Kringle Make Stocks Jingle?

12/24/2015

Whether or not stocks rise around the holidays isn’t important or predictive.

Myopic Media Mind Tricks

08/01/2014

A primer in analyzing the supposed “cause” of market volatility.

Abenomics and Other April Fools

04/01/2014

With a sales tax hike about to bite an already weakening Japanese economy, the Land of the Rising Sun looks even more like the Land of Rising Disappointment.

A Common Thread Between Horse Manure and Peak Oil

05/05/2011

Many Peak Oil theorists’ bleak view of human creativity and lack of understanding of modern science are fatal fallacies.

Macbeth and Mirrorballs

08/21/2009
Macbeth is Shakespeare's shortest play, and perhaps his most instructive for politicians. Swap out witches for lobbyists divining the future in a swamp, and it's not Scotland—it's modern day DC.

Michigan’s Tragi-Comedy

06/01/2009
Unless you're a Lansing fourth-grader or a Latin geek, it's unlikely you can translate: "Si quaeris peninsulam amoenam circumspice.” But all Michiganders know "if you seek a pleasant peninsula, look about you.”

Deregulation . . . Regulation . . . What’s the Difference?

01/05/2009
The problem with the past decade of financial deregulation is there hasn't been any deregulation.

An Army of Willing Dupes

07/11/2007
Recently, while waiting to pay an exorbitant premium for organic tomatoes at Whole Foods, I had a revelation. No, it wasn't that the marketing term "organic” is simply the most impressive scam ever widely perpetrated on humanity—though it is.

Gap Schmap

03/21/2007
"Income inequality" is the story that refuses to die, and is likely to persist throughout 2007.

Chavez, Gore, and a Yale Tenor Walk Into a Bar...

02/16/2007
Good news for Prius-driving San Franciscans.

The Annual Hoff Report

01/17/2007
The Hoff report is an annual forecast, not of capital markets, but impending news headlines.

“USA! USA!”

01/03/2007
Scanning recent news articles, one cannot help but wonder if the journalistic position de rigeur is the US is a crumbling empire, and the demise can't come soon enough to satisfy The New York Times.

Flipping Housing Bubble

12/12/2006
You are in mortal peril.

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