The 10th Man, February 2020
February 27, 2020
I may not be good for much, but I am good for detecting a peak of speculative activity. As of the end of last week, we were there.
February 20, 2020
The financial markets are a MMORPG.
February 13, 2020First, please enjoy the music I played at the InsideETFs opening reception a few weeks ago. Don’t worry, it’s pretty chilled-out—good music to work to.
February 6, 2020
My favorite writer in the world is Barry Hannah.
A lot of people get this newsletter, but I bet not many of you have heard of him.