Sympathy for the Weatherman: Forecasting Markets Without the Hype
Please allow me to introduce myself, I’m a man who … predicts the rain,
I’ve been around to shed many a tear
As the Sky did … an about-face.
I was round in ‘88 year
When there dropped a foot … of snow and pain,
Made darn sure I used a big wide range
So you listeners … won’t seal my fate.
Pleased to meet you,
Hope you guess my name …
Ignoring the Noise: Your Hero’s Journey Through Market Volatility
One ring to rule them all, One ring to find them,
One ring to bring them all, and in the darkness bind them …
Here I am talking about a ring again. For regular readers of The Market Mindset, the ring I referenced before Christmas was found and yes, Santa did have to crawl under the house to slice into an air duct to claim the Precious….
Dr. Doom Turns Optimistic: Growth in a High-Valuation World
Brace yourselves because Dr. Doom is back!! Despite all my past write-ups that bring up movies, I promise I’m not talking about Victor von Doom of the Fantastic Four. I am referring to Nouriel Roubini, the economist that foresaw and predicted the subprime mortgage crisis, thereby earning the most foreboding, dark title of “Dr. Doom.” That has to be pretty cool on a business card, right?….
Why Inflation, Debt, and Taxes Are Aligning in 2026 & How To Prepare
Happy New Year! Our WTA Team’s theme for 2026 is Unity…When you’re talking about unity, you’re really talking about alignment and things working as one. You want to see alignment of your stocks in your portfolio in fitting in with global economic trends. You want to see that your tax planning is done with a mind to not just the current tax rates, but what the tax rates of the future will be…
10 Wild Market Predictions for 2026 Nobody Is Taking Seriously (Yet)
Since 2025 is wrapping up as I write this today, I’m imagining what shenanigans 2026 has in store for us and so I’ve come up with 9 Crazy Predictions1 for next year. As we don’t have year-end numbers just yet, I’ll hold off on scoring the year behind us until we all convene for our 2026 State of the Markets class at TopGolf in Greenville…
Coal in the Stocking: When Rates, Debt, and AI Go on the Naughty List
“His eyes – how they twinkled. His dimples how merry!
His cheeks were like roses, his nose like a cherry!
His droll little mouth was drawn up like a bow
And the beard of his chin was as white as the snow …
Hemingway, Hard Truths, and Today’s Market Divide
“’Listen,’ I told him. ‘Don’t be so tough so early in the morning. I’m sure you’ve cut plenty of people’s throats. I haven’t even had my coffee yet.’”
After docking his boat and entering a café in Havana, Captain Harry Morgan said this to a man trying to intimidate Harry into smuggling him and two others into the U.S. in Ernest Hemingway’s “To Have and Have Not”…
The Genesis Effect: AI at Warp Speed
“What exactly is Genesis?” Dr. Carol Marcus asks on the recording as Captain James T. Kirk watches with Mr. Spock and Dr. McCoy in Star Trek II: The Wrath of Khan1. “Well, put simply Genesis is life from lifelessness. It is a process whereby molecular structure is reorganized at the subatomic level into life-generating matter of equal mass …
Broken Plays & Big Bets: What College Football Teaches Us About the AI Bubble Debate
“He threw it straight to him,” Super Bowl-winning Quarterback Brad Johnson1 said from two seats to the left of me. I shook my head and repeated, “He threw it straight to him.” The former Tampa Bay Buc and I then traded a look and a smirk…
From Solar Shockwaves to Market Moats: What Really Holds Up Under Pressure
“It’s a perfect situation for a pancake.” I have to admit that this statement got me to sit up my chair on reflex as I hadn’t eaten in awhile. It came from “Cosmic Bro” geophysicist and Luke Perry look-alike Stefan Burns on YouTube Tuesday1. Burns was referring to the first CME or Coronal Mass Ejection (solar flare) on Tuesday, a 1.7 X-Class Flare, followed by a 1.2 flare and then a big 5.1 flare…
