An idiosyncratic look at my year of reading Once more, following the example of my friend Brad Berens, I will recap some of …
IS THERE AN AI BUBBLE? SHOULD YOU CARE?
This week Jerome Powell, Chairman of the Fed, felt that it was necessary to claim, ex cathedra, that AI is not a bubble like other …
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The Melting Pot Was Always Lumpy: Reclaiming Heritage in the American Stew
Disclaimer: Some of my most valued advisors, including my son Andrew, have pointed out that this is a departure from my usual …
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This “Phony War” Economy (Updated)
August 2, 2025: I first wrote this post in late May. Since then there have been ups and downs in the economy. However it now seems …