SHI

August 20, 2026

SHI 8.19.26 – Thin Air

  No Mount Whitney hiker can deny it’s hard to breathe up there.   At a bit over 14,500 feet, Whitney is the highest peak in the […]
August 13, 2026

SHI 8.12.25 – The Flipside of Inflation

  About 100 years ago, the Great Depression started.   By 1933, the country was solidly in the death grip of the biggest economic crisis the […]
July 29, 2026

SHI 7.29.26 — Fun with Numbers!

  Ultimately, over the longer term, “earnings growth” powers all economic and financial engines, both here and abroad.    This is a foundational truth.  In recent […]
July 22, 2026

SHI 7.22.26 – Artificial Distortions

  Lately, it feels like all I talk about is AI.  To me, AI feels like a veil draped over the world.   In no time, it […]