Author Archives: MN Gordon
Wall Street Clustery
The late Sir John Templeton observed that, “Bull markets are born on pessimism, grow on skepticism, mature on optimism and die on euphoria.” Continue reading
Tang Ping in the Year of the Dragon
The Chinese New Year begins on Saturday, February 10. According to the Chinese horoscope 2024 is the year of the dragon. Specifically, the wood dragon. Continue reading
Do You Have a Passion for Political Solutions?
Renewable energy – like defense, education, finance, healthcare, and many others – is an industry that is fueled by government meddling. This creates pockets of apparent wealth that are financed by malinvestment. Continue reading
Fed’s QT Taper Talks Are Already Behind The Eight Ball
The monitory policy order has changed dramatically over the last five years. For example, March marks the end of the Fed’s Bank Term Funding Program (BTFP). This, coupled with the rapid draining of reserves, suggests the Fed’s plans for tapering QT are already behind the eight ball. Continue reading
