Two weeks after SIC ended, I am still assimilating everything. Different pieces are connecting in my head. I would like to ...

Earlier this month, I headed from Virginia to Florida on the Amtrak auto train. I highly recommend this option instead of ...

One of the things I’ve learned after more than two decades of SIC is that the conference doesn’t really end when the final ...

The 1985 classic Pee Wee’s Big Adventure is one of my favorite movies. In it, there’s a scene where Pee Wee and Simone sit ...

Anyone else ready for the election to be over? This uncertainty is exhausting, no matter how you want it to end. But sadly, it won’t really end. We will just transition to a different uncertainty over ...

We like to say markets don’t lie. That may be so, but they can certainly send mixed signals. It happened last week when President Trump announced tariff rates on several important trade partners not ...

“Crisis” is an overused word. Actual crises are those rare times when we are on the knife edge of disaster. It’s not a crisis when a bank fails, or Congress can’t agree on a budget. Those are ...

Good news: Tariffs will not make the world end. American businesses will do what they do best, which is adapt. While the probability of a recession has increased, we always get through it and the best ...

“…what I learned is whatever successes I had in life had to do more with how I dealt with what I didn’t know than what I know… “…the reason I did that ...

“A speculator is one who runs risks of which he is aware, and an investor is one who runs risks of which he is unaware.” – John Maynard Keynes “The biggest mistake investors make is to believe that ...