I hope that everyone had a great weekend. There is going to be a brief pause in Marea Musings. I will have some exciting news to share in the next few…
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Do Treasuries Still Have a Place in the Diversified Portfolio?
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Why I Don't Get Caught Up In Narratives
Yesterday, I took a shot at explaining why I think that people hate Cathie Wood. In a nutshell, it has to do with her performance. Professional managers…
Some quick reminders before we get into it since there are more of you reading this now than there were last week. First, this is my diary on the…
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I often think of the market as a mosaic of information and data points. I wish there was one thing that served as the magic bullet. That if you solved…
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Dow Theory
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I took a tennis lesson last week. I have never played tennis before but I always wanted to learn. I have been going through a phase of wanting to shift…
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Five Charts to Start the Week
Stocks investors were mad at Jerome Powell, but I am going to argue that the he did his job yesterday. In a mid day speech at the Wall Street Journal…
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It was an extremely busy day so this is short and sweet. Many of the themes that I have been discussing remain in place. Rates are still moving higher…
Well it didn’t take long for a central bank to step in. It only took a little bit longer for investors in a different region to wonder when their…