Common Cents Blog
Last year, our Investment Committee produced a 7-part series on our predictions for what ‘The New Normal’ might look like. In Part 5, which I happened to write, I made the following prediction: “despite much wringing…
Last week, I wrote about the recent increase in longer-term rates, and it is understandable if people found my comments somewhat dismissive. Admittedly, they sort of were, as I am not yet concerned the recent increase…
Yesterday, the markets fell apart because Federal Reserve Chairman Jay Powell didn’t seem too concerned about the recent back-up in longer-term interest rates. The more nervous among us wanted Big Jay to say the Fed is…
Yesterday, a client asked me whether companies bowing to the ‘court of public opinion’ would eventually have a negative impact on the economy. I suppose this was in response to Costco announcing it was increasing its…
Unless you read the Wall Street Journal or frequent the BBC website, you might have missed the story about the U.K.’s top court ruling a specific group of former Uber drivers was, in fact, employees and…
If the number of questions I have received on the subject are any indication, people are extremely concerned about the sheer volume of debt Washington keeps amassing. At some point, something will have to give, right?…
This past week, our CEO and I discussed whether a position which reports up through me should be ‘remote’ or ‘on-site’ moving forward. It is currently the former, and I would prefer to keep it that…
Last night, a friend texted me wondering what I would write about today. To be sure, there is no shortage of topics to discuss. However, the GameStop imbroglio, which I think is an apt word, is…
If you have read this newsletter in the past, you might be familiar with what I am about to write: “politicians get too much credit for the good times, and too much blame for the bad.”…
Two weeks into the new year, and this January seems to be the 13th month of 2020! Oh, the hopes we had for 2021! Brotherhood! Unity! Normalcy! The vaccines! Anything had to be better than the…