The Two Big Changes in 2024

December 27, 2023

The Two Big Changes in 2024 One of my favorite aspects of what I do is that every year in markets is different. Indeed, unlike so many other businesses, the circumstances of every market year change, and often quite dramatically. Hey, it’s one of the reasons this is such an interesting business. In a recent […]

One More is Never Enough

December 20, 2023

One more night could kill me, baby One is one too many, one more is never enough –Grace Potter, Kenny Chesney, “You and Tequila” Peak experiences. By their very nature, they’re infrequent and gone too soon. Yet, it seems like whenever we’re fortunate enough to experience them, it’s just never enough — and we want […]

Give the Gift of Ideas

December 13, 2023

There are only a dozen or so shopping days left until Christmas, and while I hope you are close to completing your holiday list, I suspect that you still may have a few names you haven’t crossed off just yet. Hey, I know gift giving can be difficult, as it is often hard to find […]

The Skinny on Weight-Loss Stocks

December 6, 2023

America loves weight-loss drugs. Here, I’m talking about the newest class of weight-loss drugs, the “GLP-1 drugs.” Indeed, the long-term impact of GLP-1 drugs has been a significant story in markets throughout 2023, but lately its had a bigger macro impact as expectations for this drug have resulted in substantial gains for specific large-cap pharmaceutical […]

An Evening With Heroes

November 29, 2023

An Evening With Heroes Some nights in life are just way better than others. In fact, some nights, you just wish for what we call, “Time Stand Still.” Some nights, you want to “Freeze this moment a little bit longer, make each sensation a little bit stronger.” Now, if you recognize these lyrical references, then […]

Thank a Producer

November 22, 2023

It’s nearly Thanksgiving, and for most Americans the occasion marks a pause from riding out the day’s events of a normal Thursday, and instead, diving headlong into a celebratory feast complete with all the culinary delights of the season. Thanksgiving is also an occasion where many of us rightly express gratitude for all the bounty […]

On Giving to Get

November 15, 2023

It’s that time of year. Thanksgiving is just around the corner, and that also means that “Black Friday” and “Cyber Monday” […]

Go Ahead, Ask Me Anything

November 8, 2023

“Go ahead, make my day!” It’s the classic line that we all know, and it comes from the 1983 film, “Sudden Impact,” starring the iconic Clint Eastwood as “Dirty Harry Calahan.” Now, in case you don’t remember the scene, Dirty Harry has his .44 magnum Smith & Wesson revolver pointed at a criminal who is […]

What is Your Purpose?

November 1, 2023

What Is Your Purpose? There’s an old saying in the literary world that a man’s life is incomplete until he has tasted love, poverty and war. Beginning with the latter, my closest brush came in January 1991. I was just graduating from the U.S. Army Airborne School at Ft. Benning, Georgia, when the bombs began […]

Are You Ready for $250 Oil?

October 25, 2023

This morning, I received a text from a very smart colleague who has substantial investments and expertise in the oil and gas industry. And when this man alerts me to something he thinks I should know, I pay attention. In the text, there was a link to the following CNBC story with this ominous headline: […]

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