To Be, or Not to Be
Hamlet’s soliloquy is an apt metaphor for November’s market volatility.
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
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?
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…
Ten Surprises for 2024: A Look Back
Adobe Stock Ten 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...