Monthly Commentaries
It’s Inflation, Stupid
Sep 11, 2026
“It’s the economy, stupid.”James Carville (Bill Clinton’s 1992 Presidential Campaign)
Read More…Watchful Watching
Aug 6, 2026
“This is a period of watchful thinking, not watchful waiting.” Kevin Warsh
Read More…The Dot Plot Thickens
Jul 9, 2026
“If I have made myself too clear, you must have misunderstood me.” Alan Greenspan
Read More…Real Recession Or Fake News
Jun 9, 2026
“Wall Street indexes predicted nine out of the last five recessions.” Paul Samuelson
Read More…Dead Reckoning
May 7, 2026
“I am not lost, for I know where I am. But however, where I am may be lost.” Winnie-the-Pooh
Read More…Rate Hikes?
Apr 10, 2026
“The four most dangerous words in investing are: this time is different.” Sir John Templeton
Read More…AI Superforecasters
Mar 12, 2026
‘We tend to overestimate the effect of a technology in the short run and underestimate the effect in the long run.’ Roy Amara (Amara’s Law)
Read More…The Duck-Rabbit
Feb 10, 2026
‘We find certain things about seeing puzzling, because we do not find the whole business about seeing puzzling enough.’ Ludwig Wittgenstein
Read More…Plays Of The Year
Jan 14, 2026
‘An optimist stays up until midnight to see the new year in. A pessimist stays up to make sure the old year leaves.’ Bill Vaughn
Read More…The Holiday Spirit
Dec 15, 2025
‘We make a living by what we get, but we make a life by what we give.’ Wiston Churchill
Read More…The Law of Averages
Nov 10, 2025
‘The man who drowns in a river with an average depth of six inches is still dead.’ Proverb
Read More…Go Jays Go
Oct 9, 2025
‘Canada is a country whose main exports are hockey players and cold fronts. Our main imports are baseball players and acid rain.’ Pierre Trudeau
Read More…Stay on top of the bond markets
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