Stay Vigilant | Richard Excell | Substack

Fool me once, shame on you

Looking at some historical analogies for the current market

Oct 14 •

I'm not sayin', I'm just sayin'

Investors responded to the jobs number thinking the bull market is about to accelerate. I'm not so sure

Oct 8 •

Abbreviated look

With the data of late, time to revisit H.O.P.E.

Oct 2 •

Lingering questions

Here we are in the days after the FOMC meeting, and it seems to me that we have as many questions as we have answers.

Sep 22

Immediate reaction to FOMC

Tony Zhang joins me for a Macro Matters podcast in the immediate reaction to the FOMC news.

Sep 18 •

41:13

Terminate, with extreme prejudice

Channeling my favorite movie as I think about markets after this week

Sep 8 •

Macro Matters podcast

The Macro Matters podcast for CFA Society Chicago is out

Sep 5 •

Resolving lower?

Chart of the Day - resolving lower

Sep 4 •

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