09 Dec My latest at National Review: San Francisco Puts Another Nail in Its Own Coffin
For a city that already faces financial ruin, its newly passed ‘wealth tax’ could not have come at a worse time....
For a city that already faces financial ruin, its newly passed ‘wealth tax’ could not have come at a worse time....
At the National Review's Capital Matters, I explain what the market move higher in this COVID-19 economy means, and doesn't mean. Read it here...
When Fed officials make policy pronouncements on non-financial matters on which they have no expertise or authority, everyone loses. Read more...
By now we have all heard announcements from various companies, small and large, stating their plans to keep employees out of the office until 2021. Some Silicon Valley companies have given the distinct impression that mid-2021 is the earliest they may bring people back, if ever. Lots...
A little update from my corner of the world - lots of fun spreading the word on all the topics I care about ...
Back in the California office, some taste of normalcy and freedom can now be found, even as the nation and the economy struggle to figure out where we go from here. The last couple weeks of activity are here for your perusal …...
The quarantined life of this investment manager family man continues, as does the opportunity to join suit against the Governor of California for unlawful beach closures, to write a daily missive on all economic...
"After all, if dessert gets served after every meal, it is no longer a treat, is it?" I wrote this piece, available at National Review interacting with the brilliant Ramesh Ponnuru on what the Fed should do, and should not do, in the aftermath of this...
Another week in the coronavirus pandemic is behind us, and my earnest efforts to care for clients during this time remain my 20 hours-per-day priority. The following are a consolidated synopsis of some perspectives, thoughts, and analysis I have contributed this week to various mediums....