- How do Fed Chairmen get it so wrong, so often?
- Lots of other things on my mind
Dave Newman
Misbehaving
- A lot to discuss today
Where’s Waldo
- Seven clear and present dangers to the markets
- And other thoughts
Markets on Edge
- Market thoughts in a turbulent time
- Two cents on Ukraine / Russia / Putin / Russian Central Bank
- Dalio’s latest, Goldman thinking markets underestimating risks, and more
Welcome to the new cold war
Another great read from Dave
If you are not a fan of Paul Krugman, Jason Furman’s takedown is epic
Holding Pattern
- Here’s the latest from Dave Newman
- As always another great read with plenty to absorb