August 28, 2019

SHI 8.28.19 – It Depends on How You Look at It

Truth is a precious commodity.  Probably because there are so many versions.   Take US GDP growth, for example.  A few weeks ago, on July 26, the […]
August 21, 2019

SHI 8.21.19 — Irrational Anxiety?

Ruchir Sharma is the ‘Chief Global Strategist’ and head of the Emerging Markets Equity team at Morgan Stanley.   A few days ago, Mr. Sharma published a […]
August 14, 2019

SHI 8.14.19 – What? Me Worry?

With a tip of my hat to MAD Magazine, which recently closed after publishing for 67 years, I ask if you’ve joined the worriers?   You have […]
August 7, 2019

SHI 8.6.19 — Staying Positive in a Negative World

Negative yields.   Wow.   Imagine … you’re back in ‘Econ 101’ and you suggest to the professor, “One day, lenders will pay borrowers to take […]