Jan 17, 20233 minBond Jollies Will Carry On Bond Markets have come off their worst year since ever. The market is looking up, but don't expect a reset to boring. The jollies continue..
Jan 4, 20234 minWell, That Sucked...2022 was the worst year for stocks since 2008, and the worst of bonds, ever. Crypto was a mighty train wreck. Happy New Year.
Nov 30, 20224 minGet Your Head Out of Your AssCelebrity Icons like SBF and Elizabeth Holmes have replaced grown-up CEOs in Tech - and it shows.
Nov 2, 20224 minBidenomics: A Half Time ReportWith the November 8th midterms a looming: the 4717's half time report on Bidenomics, US industrial policy and central planning.