YouLam No. 2 – February 2020
Happy February. It is Black History Month! It’s also Leap Year, which means we have the opportunity to enjoy 3.6%
Read Morestock market
Donald Trump vs. The Stock Market: Electability and the Coming Crash
The Donald Trump stock market seems to post daily records, which has implications for those vying for the White House. But the bull market is not immortal.
Read More“Recession Warning Signs? Nah, We Straight.”
Well, there’s this: A few big companies took a beating last week as they reported earnings misses, among them Budweiser
Read MoreBad Ideas And Bad Companies Do Not Need Your Defense
I was out for happy hour the other night with a transportation group. In spite of its legendarily bad public
Read MoreWell, World, We Had A Good Run
I guess this is it. The Amazon, the globe’s largest carbon sink, is burning, the yield curve has inverted, there
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