Powell, Earnings, and a Portfolio update
It's alive? It's alive!
Round 2 is coming
To recess or not recess, that is the question
PCE and productivity
An update on my favorite reptile
Portfolio Update
The madness of March has begun
Jerome "steady as she goes" Powell
A brief note on EcoPetrol
Money Supply, Yield Curve, and earnings
True diversification
An "inflated" mistake
Dueling interviews
For those who celebrate, happy FOMC day
Back to the future, part 2
Welcome to the crazy