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The Haystack: No matches were found

The Haystack: No matches were found

“The sea was angry that day, my friends. Like an old man trying to return soup at a deli.” -George Costanza  Replace “sea” with “market” and it kinda sums up the past three weeks, doesn’t it?  On Monday, volatility surpassed levels seen in 2008  For the first time...
Thanksgiving Leftovers

Thanksgiving Leftovers

I don’t have any one topic I want to cover today. There were a lot of big macro data points last week, and a lot of great reads. Think of today’s post as some delicious Thanksgiving leftovers, so let’s eat.  My last post was on an investment in our Strategic Income...