Every report,
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Browse the complete monthly, quarterly, and research archive by publication year.
106 of 106 reports
2026
2025
December 2025: Odometer vs. Speedometer!November 2025: The data went dark…NOT REALITY!Q3 2025: The runway lights are lying!September 2025: When structure fails, What’s your plan?!August 2025: The illusion of balance…Q2 2025: “Next Play Thinking…”June 2025: “When Doves Cry”May 2025: “Wind Of Change”!!!Q1 2025: The Perfect Storm…March 2025: To tack, or NOT to tack…Is that the question??!February 2025: Luffing…Q4 2024: More of the same…December 2024: Eventually, the TRUTH always comes out!
2024
November 2024: I have NEVER liked bullies…Q3 2024: The more things change: redux!!!September 2024: Passing the tourch!!!August 2024: Family Matter!!!Q2 2024: Surface…PressureJune 2024: DISINGENUOUS…May 2024: Why yes, JEROME…INDEED!!Q1 2024: FLIP – FLOPMarch 2024: HIGHER FOR LONGER! From the Fed to government: deficit spending, growth & inflation.February 2024: Opposing forces collide! Is it just a matter of time?! Only time will tell…Q4 2023: DISTRACTION meets: Train wreck in slow motion!
2023
December 2023: ‘Twas the night before Christmas …November 2023: They NEVER SEE IT COMING!!! Because they don’t do data & it’s deplorable…Q3 2023: Short…The Establishment!!!September 2023: TRAPPED…There is NO easy way out!!!August 2023: Der Teufel steckt im Detail!!!Q2 2023: What wall street is conveniently failing to show you!June 2023: Data vs. Price action… A stellar record is on the line!May 2023: “This Race is NOT Always to the swift”Q1 2023: The oldest allegorical symbol in alchemy…March 2023: “UNLESS someone like you cares a whole awful lot… nothing is going to get better. It’s not.” ~Dr. SuessFebruary 2023: Spring is coming…it’s not what you think!Q4 2022: It’s all over, but…the shouting!
2022
December 2022: Let’s Talk Turkey!!!November 2022: Autostereograms & financial marketsQ3 2022: The Ass & His Driver…September 2022: “Deterministic chaos!!!”August 2022: “Two Roads…”Q2 2022: Markets & Tropical StormsJune 2022: Send in the ClownsMay 2022: Fool me once, shame on you… Fool me 5 times, shame on…you too??!Q1 2022: “Hello darkness my old friend…I’ve come to talk with you again…”March 2022: “Sometimes you’ve got to take a big step back…to see the full picture”February 2022: “It’s not what you look at that matters…It’s what you see!!!”Q4 2021: Keep your hands and feet inside the ride until it comes to a full and Complete STOP!!! OR???
2021
December 2021: It’s about that TIME…Don’t get caught off guard, AGAIN!November 2021: Failing to Prepare is…Preparing to FAIL!Q3 2021: Accelerating Growth + Persistent Inflation =??? + Continued Accountability…September 2021: A Shoot-Out’s a Brewing…August 2021: It’s like Déjà vu, All over again…Q2 2021 : – Slowing Growth + Persistent Inflation? = ??? + Being AccountableJune 2021: Inflation, Deflation … Stagflation?May 2021: It’s Baaaaack!!!Q1 2021 : – The Only Honest Thing…March 2021: Faux Foundations…Q4 2020 : THE EPOCH OF INCREDULITY
2020
December 2020 : Just give it a week…November 2020 : Cloudy With A Chance Of Meatballs – The SequelQ3 2020 : That Tingling Sensation…OUT OF BULLETS?!September 2020 : Time and PatienceAugust 2020 : MAYDAY! MAYDAY! MAYDAY!Q2 2020 : Slightly out of the ordinary…June 2020 : Dead Cat? Or New Bull?May 2020 : History is Speaking to Us … Again! It’s Your Choice…Q1 2020 : We’ve only just begun… Cha cha changesMarch 2020 : Making Rational Decisions In uncertain times…February 2020 : Escalator up ELEVATOR DOWN!Q4 2019 : The Importance of History…and boy, is it“rhyming”today?!
2019
ComplexityDecember 2019 : Complexity, Fragility & CONTAGIONThe More things Change…November 2019 : Economic Gravity! The More things change, the more they stay the same! Have we learned Nothing?Viva Las VegasQ3 2019 : Cycles Matter & Risk Happens QuicklyLighting money on fire!September 2019 : Lighting money on Fire! Justice Samuel Putnam: Turning in his grave!Odds Over OutcomesAugust 2019 : Odds over Outcomes?!The Day I Nearly DiedQ2 2019 : Spotting Rip-Currents & Navigating Negative Yields!You can’t be Serious?!June 2019 : The Fed: Data Dependent or Defending their Position?May 2019 : Extend and Pretend!Q1 2019 : Building our Legacy starts with a Strong FoundationThink DifferentFierce IndependenceUnlocking your Potential4Q 2018 : The Fed: 650… 525(+400)… 250(+?)…
2018
2017
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