Sometimes it is vital to widen our perspective from the day-to-day trek through the trees of investing decisions and market data to take in the entire landscape. This morning, I take a couple of minutes to do that. Let’s look at the big picture.
(Note: Captions are automatically generated and subject to error. The French impressionist artist I mentioned at the beginning is Camille Bombois.)
We offer several views, including mine, on the theme of gold, money, and policy. Special thanks to Chris Whalen (The Institutional Risk Analyst) for his interview and to Lyric Hale (econVue) for her essay.
Twenty-five years since 9/11, I reshare my personal reflections from September 11, 2002 and how lucky I am to be alive.
Political dysfunction, Producer Price Index for intermediate demand, and canoe views of Grand Lake Stream, Maine.
The Trump honeymoon with Warsh is over. I add my view after sharing two other perspectives, from Jacob Frenkel and Bill Nelson.
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