Where is Edward Quince?

Howard Mark's writing a memo that uses Edward Chancellor's excellent book, The Price of Time , as the source of Mark's inspirati...

An everything rally to start the week as stocks generally rose (AI > airplane stocks on the day) while yields fell 3-4bps.  Elon's dr...

 2024 has been off to an interesting start with some interesting headlines both economic and non-economic.  On the economic front, we had a ...

The first Job's Day in 'merica for 2024.  Consensus is calling for headline payroll increase of +175K and unemployment rate ticking ...

The 10Y crossed 4%, only to subsequently rally back to 3.92% while stocks sold off for a second straight session have made for a tough start...

2024 started with a sell-off in tech stocks following Barclay's downgrade of Apple shares and a higher 10Y yield, with the 10Y crossing ...

2024 is upon us. I wanted to start the year with a list of words and phrases that I think can be retired and I don't want to hear used i...

  "What I really fear is time.  That's the devil: whipping us on when we'd rather loll, so the present sprints by, impossible t...