Most leading indicators point to weaker US growth but not a sharp decline
Mission mostly accomplished
US Equity markets and the domination of megacap stocks
The latest on DoJ/FTC lawsuits against Big Tech and Epic's big win vs Google
Two ships pass in the night as Japan’s prospects improve
The Low Spark of High Yield Bonds
The Frog is Boiling: the never-ending deterioration of US public sector finances
Still going strong but gradually running out of ammunition
All value traps come to an end…eventually
The impact of weight loss drugs on equity markets
A top ten list in honor of strategist Byron Wien