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As is my custom, I’ll be taking a break from these weekly updates for the rest of the year. That doesn’t mean I’ll be loafing my way to year end though. I’ll probably do some short posts as things come up before year end but my main focus will be on the 2026 outlook that we’ll publish in a couple of weeks. This week will just be a short update on how markets have performed ye...
A few weeks ago I asked the question that everyone is asking today: Is This A Bubble? My answer, as it is for most questions about the future, is that I don’t know. But there are some things I do know:
