
Musings to start the week
As we kick off the week with what looks like will be a weak opening in US stock and bond markets following weakness in Asian and European...
My view on what's going on in the financial markets and the global economy, and a few other things that might interest me from time to time.
Musings to start the week
Economic outlook vs stock prices
FAMAG (+TSLA) quarterly earnings: everything you need to know
My 2023 year-end guesses
Predicting stock prices: 2023
The Fed, Bank of England and ECB: monetary policy decisions
Fine wine – an alternative asset for all seasons
3,200? Possible but I hope not!
The Federal Reserve's balance sheet