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Ten Surprises for 2026

Ten Surprises for 2026

Ten Surprises for 2026 By Brian Broberg | As of January 20th, 2026Like a sentinel, this is my attempt to keep watch over what we should stay alert to in 2026. Some of these items may not materialize this year, and others take a contrarian angle—not the widely accepted...

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Vive La Bond Vigilantes!

Vive La Bond Vigilantes!

Bond investors are the economy’s bond vigilantes. … So, if the fiscal and monetary authorities won’t regulate the economy, the bond investors will. The economy will be run by vigilantes in the credit markets.  –Dr. Ed Yardeni, economist, 1983

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Will DeepSeek Deep-Six  Big Tech?

Will DeepSeek Deep-Six Big Tech?

Today, the market is reacting to an AI development that presumes to deep-six (bury underground) the US technology sector and all those companies that benefit from riding the coat tails of their success. The reaction, of course, is emotional. So, what happened?

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Ten Surprises for 2025

Ten Surprises for 2025

Welcome to my second annual article that addresses Ten Surprises for the coming year. Doesn’t everybody want to see over the horizon? Of course we do. But it is…

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Ten Surprises for 2024: A Look Back

Ten Surprises for 2024: A Look Back

Adobe StockTen Surprises for 2024: A Look Back by Brian Broberg | January 8th, 2025 You may recall that a year ago, on January 5th, I wrote a piece that described what I thought might be ten different surprises that could occur during the year. For a refresher, you...

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Dances with Wolves: Israel and Iran Part VI

Dances with Wolves: Israel and Iran Part VI

Depiction of an Arabian businessman, Visual Art Studio, Adobe StockPart VI Dances with Wolves: Israel and Iran by Brian Broberg | October 14, 2024 | Estimated read time: 17 minutesIn Part V, we covered the next steps for Israel and what it might look like for them to...

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Dances with Wolves: Israel and Iran Part V

Dances with Wolves: Israel and Iran Part V

Depiction of an Israeli Village after Hezbollah rocket strike 2024Part V Dances with Wolves: Israel and Iran by Brian Broberg | October 12, 2024 | Estimated read time: 20 minutesIn Part IV, I described the lessons learned after Iran’s April 13 missile assault on...

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Dances with Wolves: Israel and Iran Part IV

Dances with Wolves: Israel and Iran Part IV

Adobe Stock 535311087Part IV Dances with Wolves: Israel and Iran by Brian Broberg | October 10, 2024 | Estimated read time: 6 minutesAmerica’s foreign policy, which includes attempts to de-escalate the current Middle East conflict, has only resulted in its escalation....

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