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It's politics season so we read about lots of ideas that exist just to juice up supporters but will, realistically, never see the light of day. A few days ago, POTUS called for SCOTUS term limits. Creadon Verd...

A few other bloggers have already used this infamous line, so I'm really stealing it here. But given the circumstances, it's so good and no other phrase can sum up what we've witnessed as a nation and electo...

DoubleLine Founder Jeffrey Gundlach: "Ignore the spinmeisters; respect the bloodless verdict of the market. The announcement today, simultaneously proposing subsidies requiring more debt/money printing *and* price ...

Do polls matter? And can we trust them? What about political betting markets? These three questions have been on my mind a lot lately. I love data. Am enamored with politics; have a profound inter...

Grant Park, Chicago. Lollapalooza. No, I wasn't there, in case you're wondering. My concert days quieted down after I came with an inch of my life at Knebworth in London a lifetime ago. Ask me about it some...

His words. Not mine. "Bitcoin is going to the moon!!!" (Donald Trump; Nashville; July 2024) Of course he wants votes. A person lost in the Sahara will say or do nearly anything for water. A perso...

There's a long, very long, list of things I do not understand. But one at the very top of that list is the current price of a barrel of West Texas Intermediate: $75.53 last for the October '24 con...

Politics is weird lately but so are markets. The Japan headfake earlier this week - what was that? - is oddly encouraging because it seems the so-called "yen-carry trade" is either safely unwound or asset managers have found a way to hedge their ris...

Feeling a little bit of that Olympic withdrawal today. The sensational WSJ editor Jason Gay wrote a tremendous piece this morning arguing the Paris Games "saved" the summer. And I think he's spot on. What do we have t...